Tracey Brennan-Reale - RP®
Wealth Management Consultant
Tracey joined Swift Financial Services in April 2005 and became a member of Axial’s team in 2012 when Axial and Swift merged. With over 25 years in the financial services industry, she takes great pride in providing unique, personalized financial services to individuals and their families. A believer in providing solutions Tracey enjoys guiding her clients through savings plans, retirement planning, college-planning and portfolio construction.
Tracey graduated with a B.S/B.A. from Suffolk University and A.S. from Fisher College. Her financial services experience spans more than 25 years over the course of which she completed courses such as the Foundations in Financial Planning Program from the College for Financial Planning®, and H&R Block’s Income Tax Preparation certification. Tracey is State Life Insurance licensed, holds the Registered Para-Planner℠ (RP®) professional designation, Series 7 and 66 registrations as a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network.
In her spare time Tracey enjoys painting old furniture, gardening, spending time with friends and family and most all her passion for the beach. A Massachusetts native Tracey resides in Dennis with her husband Christopher and their dog Jude.