Heather Tracey

Director of Client Service

As our Client Service Manager, Heather focuses on assisting clients with all aspects of The Progression of Wealth®.  She has regular contact with clients not only regarding account inquires, but also addresses any questions or concerns they may have in relation to their Progression of Wealth process. If Heather herself cannot assist, she ensures sure that the appropriate advisor works with the client to address their questions.

As a key part of our operations team, Heather’s daily responsibilities include, but are not limited to, establishing and transitioning new accounts and managing all documentation for new accounts.  Heather also acts as the primary liaison to the various custodians Meridian Wealth Partners works with.

Heather graduated from Temple University in Philadelphia, earning a Bachelor’s Degree in Business Administration.  Heather resides in Collegeville, PA with her husband Rob and is the mother of two, Hannah 15 and Kyle 13. Heather enjoys watching her kids play sports.   She is a seasoned runner and has completed in multiple Triathlons and 6 Marathons to date.

PROFESSIONAL ORGANIZATIONS & LEADERSHIP

  • PA Life and Health Insurance License
  • FINRA Series 65 License
  • Member of the National Notary Association
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