Her Story
About Tracy
Tracy Zhao serves as Vice President, Financial Consultant at Charles Schwab Investment Company in the Chelsea Hill office of Boston, Massachusetts. In this role, which she has held for nearly two years, she advises higher net worth clients on investment strategies, retirement planning, estate planning, and tax strategies. Zhao earned her Certified Financial Planner designation, considered the highest in the investment industry, and holds a Master's in Business Administration from Johnson and Wales University in Rhode Island, completed in May 2015, as well as a degree in finance and math. She immigrated from China thirteen years ago, for whom English is a second language, and built her early career foundation through roles at a dealership, Bank of America as a relationship manager, and Fidelity Investments before joining Schwab. Zhao completed the Yale Women Executive Leadership Program while at Fidelity and attributes her success to persistence, following her dreams step by step, waking early each day, and enjoying the process of client interactions and continuous learning. She values honesty, trust, and integrity above all, remaining authentic and genuine in all professional relationships.
Her Interview
Ten minutes with Tracy
01What do you attribute your success to?
I attribute my success to being very persistent and following my dreams step by step. I knew what I wanted, like living in the U.S. and Boston, and I made it happen. I wake up early every day at 5 or 5:30 to get things done and I enjoy the process of interacting with clients and learning from them. Persistence and having a plan to achieve my goals one step at a time has been key.
02What values are most important to you in your work and personal life?
Honesty, trust, and integrity are most important to me. I am always authentic and never lie to clients or colleagues. Being genuine allows high net worth clients to trust me because they can tell if someone is honest. I keep a framed picture reminding me to work with integrity as my principle.
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