CLIENT SUPPORT SPECIALIST
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 has enjoyed some a couple of much needed relaxing months after a very busy summer, that included an international trip and passing the CFP® Exam! He has enjoyed developing in his role as a Client Support Specialist at Yeske Buie over the last few months, including taking on new responsibilities such as spearheading the entire Sport Tickets program. He also had an amazing experience volunteering with the rest of the East Coast at JA Finance Park in Fairfax.
Personally, Will has now been in Northern Virginia for nearly a year-and-a-half and it is starting to really feel like home. He still loves to go to the gym in the morning and enjoys exploring Arlington and Washington, D.C. on the weekends with friends. Despite this, he is very much looking forward to spending time with his family for the upcoming holidays and is hoping they will be able to come out and visit him in Northern Virginia in the new year.