Tracy Catlin

Advisory Practice Manager

(216) 910-1880
tcatlin@beaconplanners.com

Tracy joined Beacon Financial Partners as an Advisory Practice Manager in March 2012 and is responsible for enriching the client experience.  Tracy started her career in the financial services industry at UBS Financial Services after graduating from Elon University with a B.S. in Finance and Accounting.  In 2011, Tracy became both Series 7 and Series 66 registered with FINRA.  

Contact Us

(216) 910-1850

Toll-Free: (866) 568-3951

25825 Science Park Drive, #110 Cleveland, OH 44122

Email: info@beaconplanners.com

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Advisory services offered through Beacon Financial Advisory, LLC and Capital Analysts, Registered Investment Advisers.

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