Tracy Smith

Insurance & Client Experience Director

Tracy@PlanWithRFG.com
Phone: 513-624-1310
Fax: 513-624-3124

Favorite Motto: 

Grateful for where I’m at, excited about where I’m going.


Favorite City: 

San Diego, California


Something on Your Bucket List: 

For me and Jason to show the world to our kiddos.
 

Favorite Quote:

“Nothing can dim the light which shines from within.” – Maya Angelou   
 

Least Favorite Food:  

Watermelon….hands down! 
 

Celebrity Doppelganger: 

I am told Rachel Bilson and Reese Witherspoon quote a bit.  Can’t say I agree with either!   
 
Throughout Tracy’s career at The Rosselot Financial Group, she has established and maintained many longstanding relationships simply by being her warm and uplifting self. She is a strong relationship builder and genuinely interested in what is going on with others. Tracy has been instrumental in the growth of Rosselot Financial as the firm has doubled in size during her tenure. She is a strong advocate and knows the power of ‘Live for Today. Prepare for Tomorrow. Plan for Life.’ Tracy holds her Series 6 and Series 63 securities registration, along with her Ohio Life Insurance License.  She is also an Ohio Notary.

Tracy loves traveling, going to concerts, dinner parties and most of all, sharing laughter amongst family and friends. Her favorite pastime is spent raising her two children, Jared and Lilyanna, alongside her best friend and husband, Jason! As natives to Anderson township, Jason and Tracy made the decision to dig their roots a bit deeper and raise their family in the area too.

Check the background of this investment professional on FINRA’s BrokerCheck.

OUR ACCOLADES

Best Places To Work 2023
Rosselot Financial BBB A+
AIF
2022 Five Star Wealth Manager
2023 Best of Cincinnati

Check the background of this firm on FINRA’s BrokerCheck

  • The Rosselot Financial Group
    7426 Jager Court Cincinnati, OH 45230
  • Phone: (513) 232-6500
    Fax: (513) 624-3124
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The Rosselot Financial Group
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To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com

Cincinnati Best Places to work 2023, 10-24 employee category, recognition is determined by associate feedback through an anonymous survey conducted by Quantum Workplace, an independent research company. Nominees pay an entry fee to participate.

Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC, to residents of: AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV. Cambridge and Rosselot Financial Group are not affiliated.