Our Team

Tracey Maddox
Sr. Client Relations Officer

Tracey is a Principal with the firm and serves as a Senior Client Relations Officer. She started her financial career as a Client Services Representative in Wisconsin. She moved to Naples in 1994 and has worked at Comerica Bank, National City and Naples Capital Advisors serving in various roles such as Client Service Representative, Lending and Investment Assistant, Senior Trust Assistant and Client Services Associate. Tracey completed the Florida Bankers Association Florida Graduate Trust School in 2006.