Check the background of this financial professional on FINRA's BrokerCheck.

As part of our relationship with Focus Financial, we have access to over 110 financial advisors who specialize in various areas of financial planning.  If we don't have the answer to your question, we are able to easily find the answer through our additional professional resources.


Tracey Simonson, CFP®
Financial Advisor


Tracey has over 28 years of industry experience. As a CERTIFIED FINANCIAL PLANNER™, she adheres to the Certified Financial Planner's Board of Standards, which requires ongoing certification. The three main identifying features of Tracey's work and The Simonson Group are:
  • Investment Management
  • Retirement Planning
  • Financial Education
Tracey encourages her clients to embrace her vision of financial planning: Plan • Focus • Achieve. Having a plan has shown itself time and time again to be a key to help accomplish financial planning goals. With Tracey, you'll have a plan and the focus needed in order to help achieve your goals.


Shannon Prendergast
Client Service Manager

Shannon was in the mortgage industry for over 20 years and decided to make a career change and joined The Simonson Group as Client Service Manager.

Shannon prides herself in being a ‘paper person’ and is your go-to person for all of your administrative needs or inquiries including: account questions or balance inquiries, new account paperwork, address or phone number changes, beneficiary information updates, check requests, distributions, trade processing, account transfers, rollovers, cost basis or copies of your 1099. She also manages Tracey’s calendar and will assist you in scheduling meetings.

Shannon Prendergast is not affiliated with Royal Alliance.
 
 
 

Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Insurance and investment advisory services offered through Focus Financial Network, Inc., a registered investment advisor not affiliated with Royal Alliance Associates, Inc.
The Simonson Group is not affiliated with Royal Alliance or registered as a broker-dealer or investment advisor.

This communication is strictly intended for individuals residing in the states of . No offers may be made or accepted from any resident outside the specific states referenced.

  Not FDIC Insured – No Bank Guarantee – May Lose Value

Royal Alliance does not offer tax or legal advice.


 


Check the background of this financial professional on FINRA's BrokerCheck.