Clifford B. Tracy, Jr., RICP®
Partner, Financial Advisor, Retirement Income Certified Planner
With over 30 years of experience in Capital Markets, Tip brings a unique perspective to the financial planning process. His specialties include asset and risk management strategies as well as financial advisory services for retirement plans. As a Retirement Income Certified Professional® (RICP®) working with CPAs and Attorneys he practices a team approach to present clients with retirement income planning, estate planning and business succession solutions. Tip is a graduate of Northwestern University with a B.A. in Economics and received his MBA from Emory Universitys Goizueta Business School with a concentration in finance and marketing. His licenses include: Uniform Investment Advisor Representative (Series 65), Registered Securities Agent (Series 7), Uniform State Securities Agent (Series 63), as well as Life Accident and Health Insurance (CT, MA & RI). Tip has also been awarded Five Star Wealth Manager* every year since 2014.
Tip and his wife make their home in Padanaram, MA. He enjoys sailing coastal New England waters as well as hunting and fishing. He is a member of the New Bedford Yacht Club in South Dartmouth, MA, and the Mashomack Preserve in Dutchess County, NY. A member of the Board of Directors of the Dartmouth Natural Resources Trust, Tip has a deep appreciation for land conservation and environmental management.
*Click here for additional information on Five Star Wealth Manager Disclosure.