Tracy Wells

Investment Advisor Representative, National Social Security Advisor Certificate Holder

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About Tracy

Certifications & Memberships

National Social Security Advisor Certificate Holder
FINRA – Series 65 License
State of Ohio Casualty, Property, Accident & Health, Life & Variable Annuities Insurance Licenses

When Did You Start With W&H?

August 2011

Education

Bachelor’s in Business – Lincoln Christian College
Bachelor’s in Christian Education – Lincoln Christian College

Favorite Thing About Working at W&H?

Our fabulous clients

Volunteering

Shenandoah Christian Church
Eaglewings – Board Member
Pathfinder Farms

Hometown

Ashland, Ohio

Best Thing About North-Central Ohio?

Family

Hobbies

Traveling
Working with women as a Mary Kay consultant
Spending time with family and friends
Baking and trying new recipes

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