Tracy Martin is a Financial Advisor with Merrill Lynch Wealth Management. She offers a comprehensive approach to wealth management by addressing the sophisticated needs of her clients, focusing guidance in the areas of long-term financial strategies and wealth planning matters. With over two decades of experience, Tracy has developed keen insights into the complexities of wealth management. She integrates her clients' investments, income requirements and personal goals into one comprehensive plan.

Tracy joins The Greer Group to offer clients a boutique-like advisory environment and the distinctive services available at Merrill Lynch Wealth Management. Our group leverages the wide breadth of the firm's extensive resources, including portfolio construction, trust and estates capabilities, and lending and credit offerings to help her clients pursue their individualized financial goals. By partnering alongside clients’ CPA and other trusted consultants, the team works diligently to help ensure the totality of their clients' financial picture is considered. 

Prior to this, Tracy spent almost ten years at JPMorgan in the Private Bank and as a Private Client Advisor, and six years at The Ayco Company, a Goldman Sachs company providing comprehensive financial counseling to senior executives. She began her career in 2001 at First Investors Corporation.

Tracy lives in Phoenix with her husband and children.

*Credit and Lending Services are through Bank of America, N.A.

*Trust, fiduciary, and investment management services, including assets managed by the Specialty Asset Management Team, are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.