Client Service Specialist
As a Client Service Specialist with Summit Wealth Partners, Tracy Lane has resided in Naples for 4 years. Originally from Boston, Tracy is a University of Massachusetts graduate. She previously served as a Banker in the consumer banking industry and has many years of client service experience. Tracy is focused on developing relationships built to last and maintaining client-advisor relationships.
At Summit, Tracy provides a key role in consistently delivering a memorable client experience. Her focus is on providing team member support as one of the direct contacts for processing most client service requests. She strives to enhance and accommodate the client relationships with a high degree of direct communication and client service.
Tracy has 4 daughters in their 20s – Gabrielle, Olivia, Nicolette and Claudia that still live up North, but they enjoy visiting their mom in Naples whenever they can. Tracy has passion for Naples and is thankful spectacular sunrises and gorgeous sunsets. She spends her time going to the beach, golfing, cooking and entertaining friends with her boyfriend, Jeff.