Tracy Young
- Role
- Financial Planning Associate at Northwestern Mutual
- Location
- Largo, FL, US
- LinkedIn followers
- 500 followers
About Tracy Young
As a hands on professional with rich experience in financial products and planning…
Experience
Financial Planning Associate
May 2021 — Present
Successful, fast paced Wealth Management Team serving high net worth clients and business owners mostly in the greater New York City area, as well as nationwide.* Responsible for building financial planning modeling and interpreting the model relative to the client\'s goals, summarizing results and recommendations in a client ready executive summary.* Prepare illustrations/summaries and determine fit and feasibility of a variety of insurance and investment products and where they fit into the client\'s overall plan.
Education
Santa Fe Community College
Associate of Arts (A.A.)
1990 — 1993
University of Florida
Bachelor of Arts Business Administration, Business, Management, Marketing, Communications and Related Support Services
1994 — 1996
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