Vicki Tracy
Summary:
14 years Financial experience both Provident Mutual (now Nationwide Provident) and Mass Mutual as a Financial Services Professional, Registered Representative.
From - The Greater Charlotte 'Biz' Magazine - 2010, an article titled "Above & Beyond - HF Financial Celebrates 75 Years of Sustainable Service" states "First he [Tim Flanagan, General Agent] formed an Advisory Panel of female financial professionals to help him gain some insight into the issue [female role models] when he began hiring new women advisors, he quickly realized that they did not have a role model within the company to look up to, so he brought on Vicki Pearsall [Tracy], with years of entrepreneurial success and ten years in the industry.".
2001 to 2004 – Member of Advisory Team to the Agency Managing Owner of Provident Mutual
2001 – Co-recognized as the Charlotte “Rookie of the Year” at Baron Financial Group, Provident Mutual
2003 to 2015 – Member of NAIFA (National Association of Insurance & Financial Advisors)
2003 – Qualified as Most Lives written Leader
2004 – Qualified Leaders at Nationwide Provident
2007 to 2008 – Board Member WIFS (Women in Financial Services)
2008 – MA (Managing Associate with Mass Mutual)
2009 – Managing Director with Mass Mutual
2010 to 2015 – Working with non-profit corporations and legal professionals.
Specialties:
Charitable Giving & Non-Profits
Education:
Wingate University
Class Officer
Student Government
May Court
Experience:
Broker in Financial Services
Non-Profit Fund Raising
Finance
Leadership
Financial Services
New Agent Trainer
Insurance
Management
Retirement Planning
Sales
Strategic Planning
Fixed Annuities
Disability Insurance
Life Insurance
Investments
Retirement
Wealth Management
Portfolio Management
Long-term Care
Financial Advisory
IRAs
Long Term Care Insurance
Wealth Accumulation
Volunteer:
President
Domestic Justice of North Carolina
1993 to 1996 Civil Rights and Social Action
Board Member
A Place of Hope – Charlotte, NC
Board of Directors (2001 & 2002)
Missions – 2012 (Cameroon, Africa)
Deacon
Forest Hill Church – Charlotte, NC – Since 2007
Sunday School Teacher
Forest Hill Church – Charlotte, NC – 1997 & 1998
Fund raising & Missions
Forest Hill Church – Charlotte, NC – Since 2000 (Ethiopia, Africa)
Fund Raising and Missions
Samaritan’s Feet – Charlotte, NC – 2010 (Zimbabwe, Africa)
Mock Disaster Video Participant
Samaritan’s Purse – Charlotte, NC
Fund Raising & Missions
Nexus – Charlotte, NC – 2010 (Zimbabwe, Africa)
Causes I Care about:
The Salvation Army
Forest Hill Church
Samaritans Feet
Clean Water Wells in 3rd World Countries
Empowering the Oppressed
Susan G. Komen Foundation (Breast Cancer Research)
Allegro (Children with Disabilities)
Humane Society
Family (Husband, Children, and pets)
Honors & Awards:
North Carolina Board of Realtors
Top 2% in Nation for Production and Ethics
North Carolina Citizen of the Year
The Criminal Justice Association
1996
For accomplishments in reform of the family court systems.
Nominee for "Most Distinguished Women" in North Carolina
State of North Carolina - Former Governor Jim Hunt
1996
Certifications:
GRI - Graduate of the Real Estate Institute
UNC – Chapel Hill
State of North Carolina
Real Estate
Certified in 1984
CRS - Certified Residential Specialist
UNC – Chapel Hill
State of North Carolina
Certified in 1985