Teresa (Tracy) Young, ChFC®, CDFA®, ChSNC®

Tracy believes that the financial planning process is most successful when working in partnership with her clients. She educates her clients throughout the process and encourages open lines of communication. Her personalized approach helps clients plan for financial success and gives them the confidence they need to achieve their goals including wealth accumulation, income protection, college, divorce and retirement planning.

As a Certified Divorce Financial Analyst® Professional, Tracy is trained to examine and analyze the unique financial issues in a divorce.  She helps clients navigate the financial chaos and confusion so they can have a clear view of the future and feel empowered as they move forward into the next stage of their lives.

Tracy holds FINRA Series 7 & 66 registrations and is licensed as an insurance agent for life, accident & health insurance.  Prior to joining Equitable Advisors, Tracy worked at Metropolitan Capital Advisors, a hedge fund in NYC, for 20 years as Director of Operations responsible for trading and back office operations. She earned her MBA in Finance from Fordham University and received her Bachelor of Science in Accounting from the University of Scranton.  Tracy’s extensive knowledge of the financial markets and her educational background contribute to her expertise.

Tracy has been awarded the title of Credentialed Holistic Financial Coach issued by Columbia University's Coaching Center of Excellence in partnership with Equitable Advisors, LLC.

Actively involved in her community, Tracy serves on the board of the Port Washington Children’s Center and Beachway Estates Association.  She is also the Membership Chair for the National Association of Divorce Professionals, Special Needs Council. She resides with her husband and three children in Port Washington.

Today, people are finding it hard to save and put money away for things like college planning, their next home and retirement.  It pays to start saving and planning today.

I will help you take control of your financial future.