WILL TRACY

CLIENT SUPPORT SPECIALIST

Will TracyWill Tracy

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 getting settled in Northern Virginia and really starting to like the area. He is starting to get into health and fitness and is enjoying going to Life Time Fitness every morning before work. As the weather gets nicer, he is also looking forward to getting out on the golf course again and working on his game.

With the NBA playoffs in full swing, Will is hoping that the Celtics are finally able to get it done this year and bring home the title. He also had fun competing in his own adult recreational basketball league and will likely play in it again!

A huge Game of Thrones fan, he is 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.