Tracey Raber

Tracey Raber serves as the welcoming anchor for our network and is typically the primary point of contact for every prospective advisor exploring our platform. Managing both our corporate financial strategy and advisor onboarding, Tracey brings a warm, deeply practical, and highly organized approach to the transition process. She understands the intense financial and operational anxieties associated with moving a book of business. Tracey works individually with each transitioning practice to map out payouts, eliminate hidden costs, and establish a clear, predictable flight plan for day-one readiness.

Direct Line: (561) 460-2870