Broker Check
Tracey Hay, CPA

Tracey’s practice has been built on the principles of financial planning to help individuals and businesses identify, prioritize and work to achieve their financial goals. His commitment to objectivity and assurance that the client’s interests are always at the forefront has been well served through the open architecture he found upon joining his current broker-dealer, now Equitable Advisors in 1993. His background in accounting and management supports his financial planning process through detailed analysis effectively communicated to guide clients through the decisions required to implement the plan.

Professional development remains a high priority with continuing education to maintain his status as a CPA and a Qualified Plan Specialist. He is a graduate of the University of Tennessee, Chattanooga and holds a B.S. in Business Administration with an emphasis in Accounting. Tracey’s prior experience is in the banking industry as a controller.

Tracey and his wife Jane live in Lebanon, Tennessee. They have two grown daughters. Tracey serves on the Board of Elders at First Presbyterian Church in Lebanon. He is an active member and former officer of Lebanon Kiwanis Club and has been an active supporter of girls youth sports for many years.

FINRA Series 6,7,63,65 Registrations

AR Insurance License #2183723

Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Waypoint Financial Partners, LLC is not an investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

For more information about Equitable Advisors, LLC you may visit https://equitable.com/customer-service/brokerage-and-advisory to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.