Tracie Haseley

Client Relations Manager

Tracie Haseley is a Client Relationship Manager at Banyan, Rock and Talent. Tracie joined the Banyan team in early 2017 and is responsible for supporting our Financial Advisors and Wealth Strategists by providing exceptional customer support, handling client and Advisor inquires as well as managing the Human Resources and bookkeeping duties for Banyan. Tracie graduated with distinction from Niagara County Community with an Associates of Applied Sciences degree in Accounting. Throughout her career, Tracie has experience working as an Accountant, Bookkeeper, Office Manager and Investment Representative. Originally from upstate New York, Tracie and her husband, Matt, currently reside in Wake Forest. Together they enjoy volunteering, doing projects around their house and making time for friends and family. They are the proud parents of four children.  

Phone 919-816-2590