Broker Check
Tracy Cohen, CRPC®, CDFA®, CFP®

Tracy Cohen, CRPC®, CDFA®, CFP®

Sr. Vice President of Investments

Tracy Cohen serves a Sr. Vice President of Investments at North Shore Wealth Management. With over 33 years of experience
in the securities industry, Tracy holds her Series 7, Series 63 and Series 65 license as well as a North Carolina State Life and Health
insurance license. Her professional designations include CRPC, CDFA and CFP. 
Tracy lives in Cary, NC with her family.