Tracy Davies


919-636-3765 Connect on LinkedIn

With investment operations and trading expertise, Mrs. Davies provides analysis, reporting and financial planning support at Hamilton Point.  She is a candidate for CFP® certification and previously held Series 7, Series 66 and Series 31 licenses.

Mrs. Davies is a member of the 100 Women in Finance chapter of NC.

  • Bucknell University
    Lewisburg, PA

    BSBA Management