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Tracy Crowley, Financial Advisor

FINANCIAL ADVISOR
Tracy Crowley

CFP®, AAMS™, AWMA™
22500 NE Marketplace Drive, Suite 200, Redmond, WA 98053opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

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

About Tracy

My journey with Edward Jones began as a client. I was looking for someone who would listen, help me sort through our accounts and define what we needed to do next. I found that at Edward Jones. Now that I am the financial advisor, I believe my clients should have a financial strategy they are excited about, engaged in and feel confident is taking them in the direction they want to go.

Our office helps affluent families create personalized goals using our established process. Using this process, we are able to help our clients clarify what they need to do...

Work History

  • Edward JonesJanuary 2014 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

  • AWMA™

    Accredited Wealth Management Advisor™

Education

  • Univ of WashingtonBachelor of Arts

Personal Interests

  • Traveling
  • Fashion Design
  • Sewing
  • Movies & Entertainment
  • Reading

Team Members

  • Heather Betts
    Sr. Branch Office Administrator
  • Satoko Noi
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30AM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(425) 881-7054

Fax

(855) 205-5210

Office Address

22500 NE Marketplace Drive
Suite 200
Redmond, WA 98053opens in a new window

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