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portrait of Tracy Morehead
FINANCIAL ADVISOR

Tracy Morehead

325 Morrison Park Dr Ste 120, Southlake, TX 76092opens in a new window
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About Tracy

With over two decades of experience in banking and as a financial advisor serving the financial needs of families and business owners, I enjoy developing long-term relationships with others. My passion is to help you focus on building a strategy for retirement, protecting your family from the unexpected and leaving a legacy.

I earned my bachelor's degree in business administration from the University of Wisconsin-Milwaukee. I met my husband, Brett, in college on spring break. Our son, Bryce, is a biomedical engineer who recently graduated from the University of Texas at Arlington. Brett and I enjoy concerts, theater and our area...

Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Business Retirement Plans
  • Insurance & Annuities
  • College Savings

Work History

  • Edward JonesJune 2013 to Current

Education

  • Univ of Wisconsin,MilwaukeeBachelor of Business Admin

Personal Interests

  • Spending Time with Family
  • Traveling
  • Photography
  • Art & Theater
  • Movies & Entertainment

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(817) 416-5340

Fax

(855) 379-9908

Office Address

325 Morrison Park Dr Ste 120
Southlake, TX 76092opens in a new window

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