Skip to main content


Tracy Andrade

Associate Wealth Advisor

Marnoa Private Wealth - Raymond James

Job Description

As a Certified Financial Planner and Financial Advisor, I help people manage their money wisely. I give advice on saving, investing, and planning for the future.

Relevant School Subjects

  • undefined

Areas of Expertise

  • undefined

Career Story

I attended a 2 year Insurance program at Mohawk College. I was a personal lines underwriter for 2 years before becoming an Insurance Agent for 12 years. As an insurance agent, I helped my clients protect their assets and loved ones, and I specialized in life and living benefits insurance.

I switched careers, and joined a Wealth Management team in 2020 where I focused on Estate Planning. After completing my securities license, I spent more time helping my clients achieve financial security while navigating the complexities of their situation. I provide specialized guidance for those individuals in the “Sandwich Generation” who support both aging parents and their own children.

To better serve my clients, I earned the Certified Financial Planner designation in 2024. To further enhance my expertise, I am currently pursuing a Chartered Investment Manager designation.

Back to top

We use cookies to make interactions with our website and services easy and meaningful, to better understand how they are used and to tailor advertising. By using our website or clicking "accept", you are agreeing to our Privacy Policy.