Tracey Huegler, MBA, CDFA®

Tracey joined JRB Wealth Management in 2019, bringing with her more than 10 years of global financial experience in the insurance and financial industries. Working in corporate finance at Prudential Financial and Dow Jones, Tracey developed strong technical knowledge and became a proven resource in complex financial decision-making. She also served as Director of Corporate Development and Volunteering for the Children’s Home Society of New Jersey, cultivating corporate relationships to garner support for social services programs. 

Tracey brings together her passions for financial planning and helping others through her work as a financial advisor. Spending most of her career in a male-dominated financial industry, she has a special interest in helping women meet their goals and build confidence in their own financial literacy. As an advisor, she understands their work-life and family dynamics, as well as their desire for financial security. Tracey is a trusted source to many people going through life changes. While giving her friends, family and clients dedicated time and information critical to meeting their financial objectives, she emphasizes the importance of upholding financial discipline throughout the year. 

Tracey values being part of the talented team of wealth management and tax professionals at JRB Wealth Management, who work together to achieve the best outcomes for their clients. She marks her personal success by her clients’ success and satisfaction. 

When Tracey is not working, she spends time with her husband, three children and two dogs in Yardley, Pennsylvania. She enjoys playing tennis, cooking and volunteering in her community.

 Education, Licensing and Registrations

• MBA in Finance, Rutgers University
• Bachelor of Science Degree in Accounting, Montclair State University
• FINRA SIE, Series 7 and 65 securities registrations 
• Certified Divorce Financial Analyst®

*Securities and advisory services offered through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency.  Accounting & Tax preparation services offered through JRB Wealth Management, are separate and unrelated to Commonwealth