Our financial advice team

Tracy Mandart, Financial Advisor serving the Delray Beach, FL area - Ameriprise Advisors

Tracy Mandart

Financial Advisor

Franchise Owner
Shining Sea Private Wealth
39
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 8 reviews
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EMAIL
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Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investment Management
  • Business Retirement Plans
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Small Business

Education

  • Louisiana State University BS, MS degrees

Previous experience

  • SVP & Managing Director Wealth Management Regent Bank, Ft Lauderdale, Fl, 2011-2016
  • Financial Advisor, Janney Montgomery Scott, Ft Lauderdale Fl, 2002-2011
  • Financial Advisor, Gruntal, Ft Lauderdale, FL, 1999-2002
  • Financial Advisor, Legg Mason, Baton Rouge, LA, 2001-2002
  • SVP, Trust & Investments, Hibernia National Bank, New Orleans, LA, 1991-2002

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

I am a member of Riverwalk Fort Lauderdale to bring my participation in shaping and building the future of the Dowtown and the Riverwalk District.

For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

*As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.

Interests

Music and Theater

Physical Fitness

My photos

2 albums
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Tracy Mandart may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

CA Insurance #0F36225

AR License #4021166

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Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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