Are you looking for a writer who is experienced in

personal finance, investment or insurance topics?

With 10 years of experience in investment communications, I can help you create the right piece to educate your readers or market to prospective clients. Do you need someone who can: 

• Simplify complex concepts -- and make them interesting -- for novice investors?

• Distill what's relevant to more sophisticated investors and/or retirement plan sponsors?

• Write copy that won't run afoul of NASD advertising regulations? 

Investors	Financial Advisors	Plan Sponsors
articles newsletters brochures DM postcards ads seminars web site copy press releases annual & semi-annual reports	articles newsletters brochures DM postcards presentations sales ideas sales tools web site copy	articles newsletters brochures web site copy

I have also researched and written executive communications such as strategic analyses of industry trends, competitors, prospective business opportunities and potential new products. 

<>My qualifications include:

• Nearly five years in marketing communications for an mutual fund firm, where I held an NASD Series 6 License.
• Three years writing about and marketing retirement plans to trade association members.
• Earning and maintaining the Certified Financial Planner(TM) designation to enhance my personal finance knowledge. 

  To discuss your project and get a free, no-obligation quote,

  please contact me by e-mail or at 919.829.1539.

"Tracy, I just wanted to let you know that the wholesalers loved the latest portfolio manager interview/ sales piece you did, and that I really appreciate all the work you do for us.  With your in-depth financial services knowledge, I know that you will automatically understand what and how to communicate with all of our various audiences, and you always seem to find the right research/data to make an article or presentation even more solid -- all with a minimum of direction. You also have a terrific ability to take the most technical of topics and create a piece that's reader-friendly and interesting with your clever writing style. And best of all, when I give you an assignment I can move on to other things -- because I'm confident that you will do a good job and deliver it on time.  You definitely make my job easier!"   -- Pat Stewart, Marketing Communications Manager, Calvert Investments