Her dedication to creating lasting legacies for her clients drives her passion for financial planning and wealth management.
CLINTON, MD, November 15, 2024 /24-7PressRelease/ — Tracy Randle has been selected for inclusion in Marquis Who’s Who. As in all Marquis Who’s Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.
Ms. Randle is a distinguished wealth adviser with Oceanfront Financial Partners, where she has dedicated over 30 years to assisting clients in achieving their retirement and financial objectives. Her expertise in financial planning is evident through her ability to craft personalized financial plans and investment strategies, employing a variety of investments to help clients attain their goals.
Having begun her career as a financial adviser at First Investors, Ms. Randle honed her skills in investment strategies and client relations. In 1996, she transitioned to SunTrust Investment Services, where she served as a financial adviser for over two decades. Subsequently, Ms. Randle joined Wells Fargo Advisors in 2017 as a financial adviser, continuing to build on her extensive experience until 2024, when she assumed her current role at Oceanfront Financial Partners.
Ms. Randle’s journey into the profession was deeply influenced by personal experiences, including the early loss of her parents. Her father’s untimely passing during her college years and her mother’s unexpected entry into the workforce compelled her to delve into investments and ultimately find her niche in financial planning. This journey has significantly shaped Ms. Randle’s dedication to helping others secure their financial futures.
Ms. Randle’s academic background includes a Bachelor of Business Administration in finance from Howard University in Washington, DC, in 1990. Additionally, she holds the retirement income certified professional certification from the American College of Financial Services since 2021, solidifying her expertise and commitment to providing exceptional financial advice.
Beyond her professional achievements, Ms. Randle is an active member of the Howard University Alumni Association and a supporter of There Goes My Hero, a civic-minded organization. Her commitment to community service is evident through these associations.
During her tenure at SunTrust, Ms. Randle was recognized multiple times as a top performer, underscoring her dedication and proficiency in the field. Her most remarkable accomplishments, however, include her extensive tenure in the industry and the meaningful relationships she has forged with her clients. The trust and connections Ms. Randle established over the years have been pivotal in her thriving business.
Eager for future opportunities, Ms. Randle aims to expand her business by hiring junior advisers whom she can mentor and help enter the industry. Her consistency and commitment to educating her community have been a cornerstone of her success. Her dedication to creating lasting legacies for her clients drives her passion for financial planning and wealth management.
About Marquis Who’s Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who’s Who in America®, Marquis Who’s Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Who’s Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. The suite of Marquis® publications can be viewed at the official Marquis Who’s Who® website, www.marquiswhoswho.com.
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