TriBridge Partners, the independently owned, Columbia, Maryland-based financial advisory, executive, and employee benefits firm, welcomes Tacy Paul Roby CFP®, to its Wealth Management team.
At Tribridge Partners Financial, Tacy joins as a Senior Wealth Advisor in the firm’s financial planning division. Working with the twelve-member team, she will guide individuals as they prepare for retirement. She will also work closely with the Corporate Investment Retirement and Executive Benefits teams to develop executive-level financial planning for business owners and senior company leaders. In addition, Tacy will lead the firm’s Women and Wealth initiative to provide personalized advice to female leaders and their families.
“We are delighted to add Tacy to our team, “said Heath Hykes, CEO of Tribridge Partners. “Tacy’s knowledge of complex financial situations and her diverse banking and investment management background expands our capabilities for our business-owner and executive clients. We’re excited to have Tacy continue our focus on making a meaningful difference in the lives of our clients every day.”
Tacy brings over 25 years of financial services experience from her early days at Chevy Chase Bank (now Capital One) to leading the Women Investors program at Calvert Investments (now a division of Morgan Stanley) and more recently as a member of the Private Wealth team at Truist. She serves on the boards of Montgomery Women and the Baltimore Yearly Meeting for the Religious Society of Friends. Tacy is a Certified Financial Planner® and holds a bachelor’s Degree from the University of Michigan and a Master’s Degree from the Johns Hopkins University School of Advanced International Studies (SAIS).
About TriBridge Partners and Tribridge Partners Financial
Headquartered in Columbia, Maryland, Tribridge Partners has a team of over 60 employees dedicated to our clients’ health and financial well-being.
Tribridge Partners Financial is a division of TriBridge Partners. It offers clients the experience of working with advisers in a local, privately held firm utilizing the national banking and investment resources of Charles Schwab as a custodian.
