Verified recordFinancial Services

Seth Tracy

Wealth Management Advisor at Northwestern Mutual

Based in Omaha, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Omaha

Industry

Financial Services

Company size

37K

Contact information

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Email

1 credit

s•••••••@northwesternmutual.com

Phone

5 credits

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Background

About Seth Tracy

As a Wealth Management Advisor with Harrison Financial Services, we offer high quality investment and wealth management programs and services for high-net-worth clients. The company’s mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. I help create a complete financial plan – whether a client is focused on managing current financial success, or on protecting and preserving assets over the long-term. For additional information, you can reach me at (402) 891-2303 or visit With over 30 years of experience in the financial industry, I’ve grown to understand complex financial issues, and how they can affect life goals. As an Advisor I work with clients to: • Gain a clear understanding of investment goals. • Identify solutions to meet a client's needs. • Create a comprehensive plan designed to help a client achieve their goals. • Monitor the client's plan and make adjustments as needs change.

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