Tracey M. Daigle, CFP®, IACCP®, CPWA®
Chief Compliance Officer and Senior Financial Advisor at Robinson Smith Wealth Advisors, LLC- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
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Credentials
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CFP®
CFP Board -
CPWA®
Investments & Wealth Institute -
IACCP®
NRS - National Regulatory Services
Experience
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Robinson Smith Wealth Advisors, LLC
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United States
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Financial Services
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1 - 100 Employee
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Chief Compliance Officer and Senior Financial Advisor
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Jan 2010 - Present
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Office Manager
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Oct 2007 - Jan 2010
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Education
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2019 - 2019
Yale School of Management
Wealth Management Theory and Practice -
2013 - 2015
Boston University - Metropolitan College
Center for Professional Education, Financial Planning -
1987 - 1991
University of Southern Maine
BA, History
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