Tracy Rego
Managing Director
Send Email
Tracy joined the team at J. Marshall Associates in 1993. She was
previously employed at Travelers Insurance Company for several years.
Tracy received her Bachelor’s Degree, magna cum laude, from the University of Massachusetts Dartmouth, where she majored
in Accounting. She also holds an Associates Degree, Highest Honors, from
Bristol
Community College where she
studied Legal Secretarial Science. She is a member of the International
Honor Society in Business Administration, Delta Mu
Delta.
Tracy
holds Series 7 and Series 24 securities licenses (CA, FL, MA, NJ, NY,
RI,
CT, GA, NH, VT, PA)
and is registered with Investors Capital Corporation, Member FINRA /
SIPC. She also holds her Producer license for
Life, Accident and Health through the Massachusetts Division of
Insurance and is in the process of obtaining her CFP designation from
the College for Financial Planning.
She is a
Somerset native and alumni of Somerset High School. When not at the office
servicing her clients, she’s at the gym, skiing or at the beach. She is
an animal lover and especially adores English Bulldogs.
