Tracy Morrison

Your First Friend at Fero Financial & Chief of Staff

With over 23 years in financial services, I’ve learned that what matters most isn’t the numbers, it’s the people behind them. That’s why I’m passionate about making sure every person who contacts our office feels heard, valued, and never rushed.

As your first point of contact, I’m here to make your journey as smooth as possible. Whether you’re calling with a simple question or scheduling your first appointment while dealing with a major life transition, I’ll treat you with the patience and understanding you deserve. I know these conversations can feel overwhelming, and my job is to help you feel comfortable and cared for from your very first interaction with us.

Originally from New Jersey, I now call North Port home. When I’m not in the office ensuring our clients receive the exceptional service they deserve, I’m enjoying Florida’s beautiful outdoors—fishing, snorkeling, and gardening. My four children and five grandchildren keep my weekends full of joy, reminding me daily why family relationships matter so much.

My accounting background helps me understand the technical side of what we do, but my real expertise is in building relationships. I believe everyone who walks through our doors or calls our office should feel like they’re joining a family, not just hiring a financial firm.

What You Can Expect From Me:

• A warm, welcoming voice when you call
• Patient assistance with scheduling and questions
• Someone who remembers your story and what matters to you
• The assurance that you’re never bothering us—we’re here for you