Tracy L. Smith

Insurance & Client Experience Director

Throughout Tracy’s career, she has established and maintained many longstanding relationships simply by being her warm and uplifting self. She is a strong relationship builder and genuinely interested in what is going on with others. Tracy has been instrumental in the growth of SWC, as the firm has doubled in size during her tenure, and has helped to create and continuously improve systems & processes, and handles advocating the company through all marketing efforts. She is a strong advocate and knows the power of ‘Live for Today. Prepare for Tomorrow. Plan for Life.’ Tracy holds her Series 6 and Series 63 securities registration, along with her Ohio Life Insurance License.

Tracy loves traveling, enjoying concerts, hosting parties, and sharing laughter amongst family and friends. Her absolute favorite pastime is spent raising her two amazing children, Jared and Lilyanna, alongside her best friend and husband, Jason!

Check the background of this investment professional on FINRA’s BrokerCheck.