Tracey Bennett
Director of Corporate Communications
Phone: 614.326.3077
“The primal foundation here is based upon trust in people and confidence in knowledge. It's important to us to make sure that the result translates to helping people to build strong financial habits."
- Tracey Bennett
Serving as Director of Corporate Communications for John E. Sestina and Company, Tracey Bennett spearheads onboarding, public relations, marketing, and corporate communications for the company. Working hand-in-hand with management, she is resolute in her dedication to upholding the firm's reputation and safeguarding its overall success. As the host of the "Managing to be Wealthy" podcast, Tracey actively engages the advisors with reliable and trending financial planning content and unique perspectives to shape thought leadership. Utilizing her corporate training expertise, she plays an integral role in maintaining a finely tuned team, contributing significantly to Managing to be Wealthy's overall success. As the head of recruiting and onboarding for the firm, she oversees talent acquisition, ensuring the seamless integration of new staff, while fostering continuous growth and development within a diverse and inclusive environment.
Leveraging over 30 years of Corporate Communications skills and expertise in relationship-building, she integrates these qualities into managing the Potential Client Process and other operational areas. Personally guiding the journey from initial contact to smooth onboarding, she assumes a pivotal position in establishing the foundation for client-advisor relationships, especially for those seeking "Fee-Only" financial planning services. Tracey's hands-on and proactive approach cultivates an environment of trust, satisfaction, and positive client-advisor connections.
Her commitment to shaping both client experiences and the team's growth reflects her dedication to the firm's overall success.