Our People
Tracy
L.
Wiles
Financial Advisor
Branch Manager
Registered Representative of Cadaret, Grant & Co., Inc.
(Member FINRA & SIPC); licensed in FL, NY, PA
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
- Vestal Rotary Club, Vestal, NY
- 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
