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Tracie Lucas

Tracie Lucas

Senior Registered Client Service Associate

Tracie is a Senior Registered Client Service Associate with 23 years of experience in the financial services industry. She is an integral part of our team, responsible for all client service including daily operations and administration. Tracie brings a wealth of knowledge and experience to our practice with a background in retail banking, lending, and financial services.


Tracie started her career in the financial services industry in 1984 with Wachovia Bank. Throughout her 23 year career, she served in various capacities such as Small Business Banker, Licensed Financial Specialist, Executive Banker, and supported Regional Bank Administration.


Tracie is originally from Greensboro and currently resides in High Point. In her spare time, she enjoys traveling, mountain biking, zip lining, camping, and gardening. She has an adult son, Blake, and a cat named Pumpkin. Tracie is also active annually in Spooky Woods and Kersey Valley Christmas at Kersey Valley Farm.