• Client Service Team Lead

Tracy T. Luu

BIO

Meet Tracy T. Luu

Tracy joined SFMG in July 2021 as a Client Service Specialist after relocating to Texas from Ohio. After graduating from Bowling Green State University, she started as a Client Service Representative at Fifth Third Bank for 1 1/2 years. After that, she spent 5 1/2 years at a private financial planning firm (Wilcox Financial) as their Lead Financial Planning Assistant servicing clients and assisting advisors with clients’ financial planning review and process.

Tracy admires SFMG’s core values, collaborative culture, and team work as well as the opportunity to learn and work in the financial industry. Outside of work, she enjoys spending time with family, traveling and tasting different cuisines, crochet, listening to music, and going to the movies.

Education

Bowling Green State University

Credentials / Certifications

Client Service, Banking

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