Tracy Foss has been hired as vice president, senior client advisor, with Associated Bank’s Private Client & Institutional Services. In this role, she works closely with high-net-worth individuals, senior executives and their families to understand their goals and objectives, and assemble the right team of Associated Bank experts to develop a customized plan.
Foss brings over 25 years of wealth management and executive benefits experience. She earned her Bachelor of Arts degree in business from Marquette University. Professionally, she obtained the Wisconsin Life & Health Insurance license, Nationwide Multistate Licensing System (NMLS) certification and CERTIFIED FINANCIAL PLANNER™ certification. She is treasurer of the Elmbrook Little League Association and an active Advancement committee member and volunteer at Brookfield Academy.
Education: Bachelor of Arts degree in business from Marquette University
Milwaukee Private Client & Institutional Services
815 North Water Street
Milwaukee, WI 53202