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Prior to joining Valorous Advisors at its inception, Tracey Gledhill was a Vice President and Senior Wealth Planner for Merrill Lynch, where she worked with Christopher Cervantes for seven years. She is a CERTIFIED FINANCIAL PLANNERTM certificant and is responsible for developing wealth strategies for both individual and corporate clients. She focuses on a goals-based wealth management approach, including planning for retirement, education, legacy, and other life goals. Tracey’s primary responsibility is to have a strong working knowledge of all goals-based wealth management planning resources. As part of this responsibility, she is required to remain current on industry rules, standards and best practices. She’s passionate about working with families and corporate clients to fully understand their goals and needs in developing customized strategies. She is extremely service oriented and is completely invested in the client’s personal and financial well-being.
Born and raised in Michigan, Tracey began her career in financial services in 1997 with American Express Financial Advisors in Rochester, Michigan. Before joining Merrill Lynch, she served as a Financial Advisor for Morgan Stanley, eventually taking time away to start and raise her family in 2003. In 2007 she joined Aflac where she advised individual and corporate clients on their benefit solutions. She joined Merrill Lynch and the Cervantes Group & Associates in 2015.
Tracey earned a Bachelor of Arts degree in Accounting from Michigan State University. She holds the Series 7 and 66 FINRA registrations and is Life & Health Insurance licensed.
Tracey lives in Flower Mound, Texas, with her husband and their two boys. In her free time she enjoys spending time with her family.
