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Tracie Southerland

Wealth Advisor | Palo Alto, California

License/Certifications: NMLS 296909

Email: tsoutherland@opesadvisors.com

Office: 650.319.1603

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Home > About Opes Wealth > Our Team > Tracie Southerland

My Story

 

Tracie Southerland has more than 25 years of experience in financial services with expertise in mortgage banking and wealth management. Tracie demonstrates exceptional skill by listening to clients’ concerns, and leading them to see concerns they had not previously considered. She shows her clients where people make mistakes that affect their financial lives. When clients are making the decision to buy or refinance a home, it is important to look at the full financial picture and what matters to the client.Tracie is able to show clients how this decision will impact how their financial future turns out.

 

As a mortgage advisor, Tracie offers her clients expert guidance on what is most likely the biggest personal financial decision they will ever make. Tracie does extensive work upfront to determine the best financing structure in each particular situation so that there are no surprises later in the process. Her ability to anticipate and therefore avoid potential obstacles, gives her clients certainty throughout the process.

 

As a financial advisor, Tracie integrates wealth management and oversight of investment portfolios with mortgages and real estate investments, to give clients the most effective path to financial security. This comprehensive approach sets Tracie apart as uniquely qualified to advise clients and help them create a strategy to improve their financial futures.

 

Tracie lives with her family in Cupertino.

 

Branch: Palo Alto

2875 El Camino Real

Palo Alto, CA 94306

Phone: 650.319.1600

Fax: 650.493.1422

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