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

 

 

Securities are offered through Registered Representatives of Cadaret, Grant & Co., Inc., member FINRA and SIPC. The Partners and Cadaret, Grant & Co., Inc. are separate entities. | Securities Licensed in CO, FL, GA, IN, MD, MA, NJ, NY, NC, OH, OR, PA, TX, VA

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