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Tracey Hayes, Financial Advisor

FINANCIAL ADVISOR
Tracey L Hayes

ChFC®, AAMS™
112 Charter St Suite B, Albemarle, NC 28001opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Insurance & Annuities
  • Intergenerational Planning

About Tracey

In 2022, I was diagnosed with Obstructive Hypertrophic Cardiomyopathy, which can be a serious heart condition. I struggled mentally and physically with the complexities of the disease and the deterioration of my health. After much discussion with my specialists, I chose to have open heart surgery to remove the portion of my heart that was pushing against my arteries and making it difficult for blood to flow through my body. Thankfully the surgery was a huge success, and I am back to doing the things I love. This includes working with my clients to help build wealth in order to...

Work History

  • Edward JonesJuly 2011 to Current

Certifications

  • ChFC®

    Chartered Financial Consultant®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • DeVry Inst of Tech, ChicagoBachelor of Science

Personal Interests

  • Active Lifestyle
  • Spending Time with Family
  • Health & Nutrition
  • Personal Fitness
  • Hiking

Team Members

  • Lynne Michael
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(704) 986-1423

Fax

(877) 726-4419

Office Address

112 Charter St Suite B
Albemarle, NC 28001opens in a new window

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