Tracey Rosado



Tracey Rosado joined Innovative Wealth Strategists in 2014 with a strong background in bookkeeping and accounting. She started as a part-time administrative assistant and was quickly promoted to full-time the same year. She continues to absorb all facets of the financial industry as it pertains to client servicing, making her a growing asset to our team. Tracey currently facilitates new account setups, asset transfers, and client reviews.  She helps clients with a wide variety of requests including fund withdrawals and deposits, beneficiary designation changes, and electronic storage of documents for clients on Investor360°. Tracey also plays a key role in all of the technology areas of our office, including data security.

Away from the office, Tracey spends time supporting her son with getting his acting career underway. She enjoys crocheting, listening to audio books, cooking, traveling across the Southwest, and hosting game nights for family and friends.