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Tracy Simpson

Tracy Simpson

Client Services Associate

Tracy Simpson joined LPL with over 18 years of combined experience in the life insurance and financial advisory space. She has worked at the carrier level, as the marketing director for an internal marketing organization, as sales and marketing manager for a brokerage general agency, and in a marketing and administrative capacity for investment advisory and financial planning specialists.

Tracy was born in Miami but raised in Charlotte, has two handsome teenaged sons, spends free time volunteering, enjoys singing harmonies, and hosts an all-welcome ukulele jam once a month very close to the LPL campus in Fort Mill, South Carolina.