Will Tracy holds a Bachelor of Science in Finance from Virginia Tech’s CFP® Certification Education track, a CFP Board Registered Program. He graduated Cum Laude in May 2023 and is a strong advocate of the program. During his time at Virginia Tech, Will was an active member of the Financial Planning Association’s Student Chapter, the Chess Club, and Sigma Nu.
Throughout his undergrad, Will worked at two separate internships at financial planning firms, furthering his learning of the profession. The summer leading into his senior year during his internship in Northern Virginia, Will had the opportunity to help in the creation of several financial plans. In doing this, he learned important principles and nuances that go into the financial planning process. During his winter internship in New Jersey, Will had the chance to work for a newly established company. With this experience, he was able to witness first-hand, and participate in, the hard work it takes to start a firm. Doing this not only gave Will a unique experience, but taught him an early lesson in the benefits of dedication and purpose.
From his education from Virginia Tech’s program and his internship experiences, Will became fully focused on fee-only financial planning. The ability to make quality, trusting, and lasting relationships while performing meaningful work is what led to his passion for financial planning.
In his free time, Will enjoys playing golf and basketball. He started rooting for the Boston Celtics simply because his dad did and now, they hold a major place in his heart. He also enjoys taking trips with his family and friends and had a great time at Lake Placid in winter 2022.
Client Focus: Will believes that clear communication is fundamental for a great relationship. As a Client Support Specialist, he is excited for the opportunity to work with an amazing team and help Clients achieve their Live Big goals.
Current Update: Will is loving the opportunity to become more familiar with the Northern Virginia area. He spends most of his free time at the Oak Marr Rec Center where he enjoys using their gym and sauna, along with their driving range (when it is warm enough). He also had a great time at his grandmother’s home in New Jersey for Thanksgiving, and is looking forward to being able to spend some more time at home during the upcoming holiday season.
Will is enjoying the football season, despite the New York Giants struggles, and is excited for the fantasy football playoffs. He also had a great time watching his Dad coach Saint Joseph’s Metuchen for the second year, as they hosted their school’s first ever Non-Public A conference playoff game and had a great season!
He is also counting down the days to the second season premiere of “House of the Dragon,” and will most likely fit in a rewatch or two to fill the time.