Tracey Mcinnis Lpl Financial
Financial Service
Why pick this one
Tracey Mcinnis Lpl Financial provides investment management and retirement planning through a CFP professional and CPA with more than 25 years of experience.
Best for
- Comprehensive retirement planning
- Tax-efficient investment and wealth planning
- Asset allocation aligned with investment preferences and risk tolerance
- High-net-worth individuals and senior corporate executives
- Families planning for education costs, disability, critical illness or death
- Business owners considering succession planning
Specialties
- investment management
- strategic wealth planning
- retirement planning
- asset allocation
- charitable giving
- tax planning
- estate and gift tax planning
- risk management
- investment planning
Certifications
- Certified Financial Planner professional
- Certified Public Accountant
- Personal Financial Specialist
- Series 7
- Series 24
- Series 63
- Series 66
- North Carolina life, health, variable life and annuity producer
- American Institute of Certified Public Accountants membership
- North Carolina Association of Certified Public Accountants membership
- Financial Planning Association membership
What makes them different
- Tracey McInnis has more than 25 years of personal financial services experience
- Tracey McInnis holds both CFP and CPA credentials with the Personal Financial Specialist designation
- The planning process addresses liquidity, retirement, insurance, major purchases and educational costs
- Prior experience includes advising high-net-worth individuals and senior corporate executives at PricewaterhouseCoopers and Bank of America Private Bank
- Investment planning includes portfolio analysis, diversification, tax-efficient strategies and ongoing monitoring
Distilled from this business's own website.
Contact & Location
- Address
- 780 NW Broad St, Southern Pines, NC 28387-4102
- Phone
- 19106844460
- Website
- https://www.traceylmcinnis.com
- tracey.mcinnis@lpl.com
Services
- financial planning
- investment management
- retirement planning
- tax-efficient planning
- asset allocation
- insurance planning
- estate planning
- education funding planning
- business succession planning