Tracy E. Travis

Estate & Trust Planner at Buckingham Advisors
On the record
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Tracy is an Estate and Trust Planner. She works closely with our Financial Planning Department on estate aspects of a financial plan. Working together as a team to provide clients with a complete financial plan to reach financial success is what she enjoys most about working at Buckingham Advisors. Tracy has a Bachelor’s of Business Administration in Finance degree from Marshall University. She is a Certified Estate and Trust SpecialistTM and has been with Buckingham Advisors since 2015.

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