Laurie Tracy, Vice President, Operations of Harwood Wealth Management

Laurie Tracy

Vice President, Operations

Laurie has extensive experience in the financial services industry and has worked with Bill Harwood since 2014. As Vice President of Operations, she handles all account opening, money movements, and customer service for Harwood Wealth Management, ensuring daily operations of the firm run smoothly and on time. Laurie is always happy to assist and enjoys working closely with each client and getting to know them.

Laurie holds her Series 7 and Series 63 securities registrations with LPL Financial, as well as her South Carolina Life, Accident and Health Insurance certificate.

Laurie spends her spare time with her family and playing golf. She and her husband Tony and their beloved rescue dogs reside in Columbia, SC.