Tracy Pesl

Operations Leader

As Operations Leader, Tracy supports Barney Moore, Jose Castillo, Bruce Kuhs, Scott Woodin and Tim Ryan by providing personalized service to their clients.

Tracy has over 20 years of experience in the financial services industry. Prior to Equitable, she worked at Aetna/ING, Wachovia/Prudential and Mass Mutual in client service and new business roles.

In addition to FINRA Series 6, 7, 63 and 65 registrations, Tracy maintains her Life, Health and Variable Insurance licenses and is a Wisconsin Notary. She has also obtained the Accredited Wealth Management Advisor designation from the College of Financial Planning and is a recent graduate of UWM - Waukesha with an Associate Degree in Business.

 

 

 


Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Paramount Financial Partners, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 262-522-8475
Fax 262-522-8455