Stuart Tracy Winfree

Tracy Winfree Stuart Tracy Winfree, CFP®, CMFC®
stwinfree@rfwwealthadvisors.com
904.562.5600 – direct
904.517.5415 – fax
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Practitioner

Business Experience:
2009 – present, Senior Partner, Reuschle, Friedman and Winfree Wealth Advisors, Jacksonville, FL
1987 – 2009, Senior Financial Advisor, Ameriprise Financial Services, Jacksonville, FL

Designations and Degrees:
CERTIFIED FINANCIAL PLANNER™  practitioner
Chartered Mutual Fund CounselorSM
B.S., 1981, business management Florida State University, Tallahassee, FL

Tracy WinfreePersonal/Interests/ Community Service:
Resident of Jacksonville for over 35 years
Redeemer Anglican Vestry, Finance Committee, Jacksonville, FL
Juvenile Diabetes Research Foundation, volunteer, Jacksonville, FL
Junior Achievement, volunteer, Jacksonville, FL
WJCT Chanel 7, volunteer, Jacksonville, FL
The Players Championship, volunteer, Jacksonville, FL
Married, wife Helen, with two sons, Wesley and Christopher
Enjoys golf, college athletics, and travel

Professional Associations/Professional Contributions:
Jacksonville Association of Insurance and Financial Advisors, 2006 –  President, Jacksonville, FL
Jacksonville Society of the Institute of Certified Financial Planners, past president, Jacksonville, FL

Areas of Focus:
I am a senior partner in an independent financial services firm with a financial planning focus & institutional investment philosophy. I specialize in working with high net worth families and business owners, helping them develop personalized financial strategies to help them achieve and maintain financial independence.  I also have extensive expertise in consulting with railroad executives working under the Railroad Retirement system in helping them understand how these unique benefits apply to their own financial planning needs.