Edward Jones - Tracy Spinaio, Financial Advisor

Edward Jones - Tracy Spinaio, Financial Advisor

Categories

Financial Service/Bank

About Us

I’m proud to have worked for the last 25 years with Edward Jones, a firm that puts the client’s needs first. I have a passion for serving clients who value saving and investing for current and future needs.

I enjoy working with clients who have financial needs such as:

• Estate considerations
• Preparing for or living in retirement
• Reviewing financial options after a job change
• Education needs

We will work together to create appropriate strategies and to help keep you on track to reach your goals.
Our branch team includes:
• Tracy Spinaio, financial advisor. I live in Rolla with my three boys. We enjoy the beautiful nature of our town, the many community activities and attending my children’s various sporting events. Outside of work, I volunteer and contribute to many community organizations. These include the Rolla Chamber of Commerce and Missouri S&T Coterie, and I am a member of PEO.
• Alisha Otis, branch office administrator. She has deep roots in Phelps County. She and her husband enjoy Chevy trucks and outdoor activities, and have two Labrador retrievers Buck and Allie.
• Marsha Roberts works one day a week. Marsha has worked in the financial services industry in the Rolla area for more than 45 years, with over a decade of that at Edward Jones. She enjoys time with her two grandsons.
We are dedicated to providing you the highest

At Edward Jones, we use an established process that helps you build a personalized strategy to reach your goals. What is important to you is important to us. We look forward to getting to know you and serving all your financial needs.

Highlights

  • Financial Services
  • Financial Goals
  • Prepare for Retirement
  • College Savings
  • Living in Retirement

Images

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Rep/Contact Info

Alisha Otis
Branch Office Adm
  • Phone: (573) 364-4900
  • Fax: (888) 421-8897
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View Personal Bio
Tracy Spinaio
Financial Advisor