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Tracy Mandart |
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515 E. Las Olas Blvd Suite 900 Fort Lauderdale, Fl 33301 |
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Welcome!
Today’s global economy has experienced unprecedented volatility. Although recent indicators are starting to show signs of recovery, it will take some time for the market to get back on track. The market has weathered many swings over the course of two centuries and this current market should find solid footing and move forward.
Janney has witnessed a number of these market swings. Since 1832, we have guided our investors through the economic turmoil and economic recoveries. I can help guide you too. Through long-term, diversified financial strategies, investments can be realigned to protect your assets and help weather the cyclical market trends.
The Mandart Mission
Listening to the concerns and the needs of a client is the first step in building an understanding of how I can best be of service and value, and how we will communicate in the future. Facilitating the development of a client’s visions, goals, objectives and time horizons provides both of us with the essential information to develop and implement a strategy that helps the client fulfill their financial goals in order to enjoy the life they envision. My obligation is to serve as their financial consultant with integrity, objectivity, and a passion for sustaining my professional competency.
The Mandart Client Service Model
Putting the client needs first, responding timely to requests, keeping a perspective and focus on the mutually agreed upon goals, being available when needed, and staying in contact under all market and economic conditions is at the core of a mutually beneficial and growing relationship. We share an economic stake in the clients’ success and their long-term happiness. It offers me a potential added benefit, because when we are meeting client needs, clients think of others whom they know that may also benefit from the experience.
What is an Accredited Wealth Management Advisorsm?
Advisors holding this designation have completed a rigorous course in which they gained advanced, yet practical knowledge about these critical aspects of the financial services industry: asset management, allocation, and selection; investment performance and strategies; and taxation of investment products. The course also includes training in investment for retirement, strategies for small business owners, and the management of deferred compensation plans in addition to insurance, estate planning, asset protection, and tax reduction issues.
Investor Education Material
Below you will find interesting articles relating to investment and financial information. Please take a moment to read through them and feel free to contact me with any questions.
Changing Jobs? Take Your 401(k) and...Roll It!
Asset Protection
Financial Planning—Helping You See the Big Picture
Trust Basics
Business Succession Planning
Roth IRA Conversions-Planning for New Opportunities
Today’s global economy has experienced unprecedented volatility. Although recent indicators are starting to show signs of recovery, it will take some time for the market to get back on track. The market has weathered many swings over the course of two centuries and this current market should find solid footing and move forward.
Janney has witnessed a number of these market swings. Since 1832, we have guided our investors through the economic turmoil and economic recoveries. I can help guide you too. Through long-term, diversified financial strategies, investments can be realigned to protect your assets and help weather the cyclical market trends.
The Mandart Mission
Listening to the concerns and the needs of a client is the first step in building an understanding of how I can best be of service and value, and how we will communicate in the future. Facilitating the development of a client’s visions, goals, objectives and time horizons provides both of us with the essential information to develop and implement a strategy that helps the client fulfill their financial goals in order to enjoy the life they envision. My obligation is to serve as their financial consultant with integrity, objectivity, and a passion for sustaining my professional competency.
The Mandart Client Service Model
Putting the client needs first, responding timely to requests, keeping a perspective and focus on the mutually agreed upon goals, being available when needed, and staying in contact under all market and economic conditions is at the core of a mutually beneficial and growing relationship. We share an economic stake in the clients’ success and their long-term happiness. It offers me a potential added benefit, because when we are meeting client needs, clients think of others whom they know that may also benefit from the experience.
What is an Accredited Wealth Management Advisorsm?
Advisors holding this designation have completed a rigorous course in which they gained advanced, yet practical knowledge about these critical aspects of the financial services industry: asset management, allocation, and selection; investment performance and strategies; and taxation of investment products. The course also includes training in investment for retirement, strategies for small business owners, and the management of deferred compensation plans in addition to insurance, estate planning, asset protection, and tax reduction issues.
Investor Education Material
Below you will find interesting articles relating to investment and financial information. Please take a moment to read through them and feel free to contact me with any questions.
Changing Jobs? Take Your 401(k) and...Roll It!
Asset Protection
Financial Planning—Helping You See the Big Picture
Trust Basics
Business Succession Planning
Roth IRA Conversions-Planning for New Opportunities
Licensed in the following state(s): AR, AZ, CA, DC, FL, GA, HI, LA, MD, NC, NJ, NY, OR, VA, WA, WI
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