I am honored to be able to serve clients in Central Florida and throughout the United States. My passion and focus is centered around building relationships by investing time in understanding what is truly important to you. I use an established process to develop personal strategies to help you reach your goals, and will partner with you throughout your life to keep you on track.
I decided to become a financial advisor after losing a dear friend to cancer. I had a successful career in the insurance industry specializing in employee benefits, health insurance and Medicare, but knew that I needed to do more to help people prepare for their futures. I chose to come to Edward Jones because the culture of the company embraced my passion for helping others.
I was raised in South Florida where I met and married my husband, Dan. We moved a few years later to the Berkshires of Massachusetts where we raised our four children. In 2012, we had the opportunity to relocate to Winter Haven, and absolutely love it here! Our family now includes nine grandchildren both here in the United States and in Western Australia.
Dan and I have a passion to serve in our community, and do so both within and outside of our church. I am also a member of the Greater Winter Haven Chamber of Commerce, Business Network International (BNI), along with other Women's and Charitable organizations.
As a financial advisor I hold the Series 7 & Series 66 securities registrations, along with an insurance license.
Contact me on how we can work together.
My Personal Interests
- Spending Time with Family
- Community Outreach
- Movies & Entertainment
- Health & Nutrition
Office Address290 Cypress Gardens Blvd
Winter Haven, FL 33880
Phone NumberTracey H Bourdon at (863) 259-4109
|Mon||Closed for Holiday|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 05:00PM|
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