Operations Manager - Jacksonville
Tracy Turner manages the Jacksonville operations for ACG Wealth. Some of her responsibilities include office management, back office client support and client facing interactions. She is focused on client relations and customer service, and takes special pride in knowing and caring about the firm’s clients.
Starting with Krier Wealth Management in 2009, Tracy joined ACG Wealth as Jacksonville’s Operations Manager when the two merged in 2017. She has 19 years of financial services experience, formerly serving as a trust officer for Bank of America’s Private Client division. During her tenure with Bank of America she focused predominately on Trust administration and estate planning, but also provided banking and lending services. After completing three years of trust school with Cannon Trust, she obtained the designation of Certified Trust and Financial Advisor. She is also formerly series 6, 7, and 65 registered.
Born and raised in Jacksonville, FL, she has a large extended family consisting of 16 brothers and sisters after her marriage to her husband, Joe. They have been married for 27 years. In her down time, she enjoys running, playing golf, watching NASCAR and, most especially, playing with her two Siamese kittens, Siri and Sterling.