Team

Tracy Davies

Associate

(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.


Education
  • Bucknell University
    BSBA Management