Tracy Calderon

Background

About Tracy Calderon

With a passion for finance and a service mind-set, I began my career at Merrill Lynch Wealth Management in March Starting as a Client Associate for the Kingshill Wealth Management Group, my role has evolved into being the business, administrative and operations manager for the team. My Primary focus is creating a Private Wealth Analysis plan that is based on your goals and brings together appropriate solutions that can help you more easily address the full range of your financial needs. For 24 years I have enjoyed building personal client relationships and learning how to continually improve myself while improving how our team operates. I have been a Market Coach for over 20 years, a Divisional Coach for over 4 years and have also served on the Client Associate Digital Net Work (CADN).I have extensive experience in servicing wealthy families and have earned a ranking in the Top 100 Wealth Management Client Associates**, out of 6,500 candidates, for best in client service in the firm for multiple years. I am pleased to announce our most recent recognition is being Named to the 2024 Forbes "Best-in-State Wealth Management Teams" list as a member of The Kingshill Wealth Management Group.*Published on January 9, 2024. Rankings based on data as of March 31, and Licenses include: FINRA Series 7 & 66 Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United Top 100 Wealth Management Client Associates (WMCAs) Merrill internal Service Quality award is an annual program ranking FINRA-registered WMCA's for overall client satisfaction, breadth of relationships, online delivery services and good standing with the firm.