Refer a Friend
“My goal is to simplify money matters and provide peace of mind, so every member feels heard, understood, and supported on their financial journey.”
Contact Info
- Tracy Holt
- Premier Banker I
- (813) 349-4535
- Contact by Email*
Quick Facts
- Specialties: Private banking, Wealth Management, and Mortgage Lending
- Education: B.S. Business Management
- Community Involvement: Leadership Tampa Bay (Class of 2021), Active member of Alpha Kappa Alpha Sorority Incorporated
About
With over 20 years in the financial industry, Tracy brings a wealth of experience and a heart for service as a trusted partner. She’s passionate about helping individuals achieve financial stability and confidence through personalized guidance and trusted relationships.
Deeply rooted in her community, Tracy believes true success comes from giving back and helping others thrive, both financially and personally.