About Luke Tracy
Luke has spent his entire adult life in the greater Seattle region but was born and raised in the central Washington town of Cle Elum. After completing his Bachelor of Arts, Business Administration (Finance) at the University of Washington, Luke launched his career at Morgan Stanley in 2007 with a focus on helping his clients manage their financial needs so they are well prepared for a successful retirement.
Luke’s primary focus is developing custom financial plans for clients and managing their investments in a way that aligns with their plan. Luke received his Certified Financial Planner™ designation in 2009 and has developed a process that helps clients to have the confidence that every loose end has been accounted for and provides them a way to benchmark success for years and generations to come. His investment strategy has a strong focus on efficiency, transparency, and minimizing costs.
Luke and his wife, Stephanie, live in Sammamish with their identical twin sons, their daughter, and their Portuguese water dog. Luke and his family enjoy spending time outdoors and they try to take advantage of everything the Pacific Northwest has to offer.
Securities Agent: VT, ID, CT, MN, MA, AK, WA, ME, VA, MD, IN, OR, NY, NJ, TN, MT, IL, AZ, TX, KS, GA, CA, UT, NH, NC, FL, DC, OH, DE; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1297667