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Tracy Valotta

Tracy joined WMA in 2000. She takes great pride in being a part of such a unique company. With over 20 years in the

industry, she maintains individual relationships with all of our clients.


Tracy manages the day-to-day operations at WMA. She oversees reporting, account opening, client onboarding and

customer support.


Prior to joining WMA, Tracy bolstered her skills at Harris School of Business. Tracy spends her spare time surrounded by

her ever growing family.