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Pamela T
Series 66
Linwood, NJ
Kestra Advisory
Pamela Tracey is a financial advisor with Kestra Advisory who holds a Series 66 designation and has 25 years of industry experience. She has worked with Kestra Investment Services and Kestra Advisory since 2019 and previously spent eight years at Saxony Capital Management and Saxony Securities. In addition to her advisory work, she is president and owner of Tracey & Tracey CPAs LLC, overseeing tax and accounting operations. She also serves as treasurer for James Fudge & Salt Water Taffy Company, a seasonal retail business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves notable clients including sovereign wealth funds.
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