Our People

Tracy  L.  Wiles

Financial Advisor
Branch Manager
Registered Representative of Cadaret, Grant & Co.
(Member FINRA and SIPC)

tracy.wiles@thepartners.com
Phone: (607) 754-1411 x319
Vestal

Educational Background

• B.S., Cornell University, 1988 - Business Management & Applied Economics

Professional Designations

• Financial Planning Associate 

Licenses

• FINRA Series 7, Registered Representative
• FINRA Series 24, General Securities Principal
• FINRA Series 66, Uniform Combined State Law
• NYS Life, Accident & Health Agent

Focus

• Comprehensive financial planning, including retirement planning, college funding, & investment portfolio management

Present and Past Memberships

• New England Dollars for Scholars-Owego Apalachin Chapter, Board Member
• Owego Apalachin Foundation for Excellence In Education, Board Member & Publicity Chair
• New York State Agricultural Society
• Chamber of Commerce, Tompkins County
• Estate Planning Council of Tompkins County

Personal

• Resides in Owego, NY with husband, Phil and son, Graham
• Avid tennis player and Cornell hockey fan