Tracy McEuen

About Tracy McEuen

I am a dedicated and experienced financial advisor. With a career spanning over 10 years in the finance industry, I have developed a reputation for my commitment to building strong relationships with my clients and delivering exceptional service. In 2024, I joined Raymond James, further expanding my expertise and commitment to client service. Prior to Raymond James, I was an assistant vice president and senior financial advisor at Merrill in Evansville, Indiana. My approach to wealth management is comprehensive and client-focused. I collaborate closely with my clients, their families, and other professionals to create customized financial strategies that adapt to changing needs and market conditions. My dedication to my clients’ financial well-being is evident in my passion for delivering excellent service and helping them pursue their unique goals.My professional career includes a notable tenure at Merrill, where I initially worked as a financial analyst in the Regional Public Finance office in Tampa, Florida. During this time, I played a key role in structuring municipal bonds for significant projects such as the Jacksonville Gator Bowl Stadium reconstruction and the Celebration, Florida master-planned community infrastructure. I returned to Merrill in 2018 as a financial advisor, where I served clients across the country.My journey in finance began after I earned my bachelor’s degree with distinction in mathematics and economics from Indiana University. I furthered my education by obtaining an MBA in finance and marketing from the J.L. Kellogg Graduate School of Management at Northwestern University. Additionally, I completed the Leadership Development Program at the Center for Creative Leadership in Greensboro, North Carolina.Outside of my professional life, I am actively involved in the community. I served on the Vanderburgh Community Foundation Women’s Fund Advisory Board and the board of the League of Women Voters of Southwestern Indiana. I enjoy traveling, cooking, yoga and reading historical nonfiction. I reside in Evansville with my husband, Will, and our two children.Raymond James & Associates, Inc, member New York Stock Exchange/SIPC. Important Disclosure Information: http://raymondjames.com/smrja.htm

Experience

1. Branch Manager Senior Vice President - Investments Financial Advisor

   Raymond James

   Sep 2024 — Present · Cranberry Township, PA, US

   As a Raymond James Branch Manager, I am always looking for talented advisors to join our expanding team in Greater Pittsburgh.As a Financial Advisor, I focus on connecting all aspects of my clients\' financial lives to help them prioritize and pursue the goals that matter most to them. I then design financial strategies in line with their goals, risk tolerance, time horizons and liquidity needs to help turn those goals into reality. I welcome the opportunity to show you how we can work together to create a customized plan for you and your priorities.My phone number is: 81••••••44My email is: t••••••••@raymondjames.com

Education

• Northwestern University

  Masters of Business Administration, MBA

• Indiana University

  Bachelor's Degree

Skills

• Management
• Leadership
• Brand Management
• Cross-Functional Team Leadership
• Marketing Strategy
• Global Marketing
• Communication
• Consumer Products
• Fmcg
• Innovation
• Concept Development
• Product Development
• Marketing
• Competitive Analysis
• Marketing Management
• Project Management
• Customer Insight