Tracey L. Davis

Operations Administrator

As an accomplished professional and a proven facilitator, Tracey sets high standards and expectations to meet each goal set by advisors and clients in a timely, proactive manner – with a smile and positive attitude all while upholding the integrity and values of the firm. Her primary responsibilities include processing of all investment business from inception to completion. She is also responsible for all client related service and support. Tracey brings two decades of diligently serving clients in the financial services industry. She takes great pride in solving complex situations with ease. Ensuring client satisfaction is 100%.

Tracey enjoys spending time with her husband, Carl Hollis, in the great outdoors camping, canoeing, white water rafting, hiking and exploring our great state parks across the United States of America. Favorite phrase ; “If you settle for less than you want in life, you are assured to get it.”

Office Phone: 561-472-0191

Email: Tracey.Davis@gbltrust.com