Tracey Rosado

Tracey joined IWS in 2014 with more than 15 years of experience in bookkeeping and business management. Her role as Paraplanner keeps her focused on facilitating investment strategies for our clients. She keeps our advisors on point by providing investment data and financial reports in preparation for your meetings. 
She supports our clients by processing requests for funds, setting up and/or making changes to automatic transactions, and performing periodic reviews, keeping an eye on the movement of funds within your investment accounts. Tracey is always looking for ways to make our clients’ lives easier and gets great satisfaction when she’s able to do so. Being analytical and practical, yet creative keeps her seeking differentiated approaches to streamlining processes and procedures throughout IWS.
Tracey is fascinated by anything space-related, especially planetary, and exoplanetary sciences and spends her free time learning about new discoveries and explorations. She enjoys philosophical conversation, puzzles and vintage board games, a nice trail in a National Park, roller skating, and a challenging Excel spreadsheet.