About Us | Leadership | Tracy Weiss
Tracy Weiss
Head of Advisor Experience, Momentum Independent Network

Tracy Weiss serves as the Head of Advisor Experience for Momentum Independent Network (MIN), leading advisor service initiatives and relationship management strategies that drive advisor satisfaction, engagement, and long-term retention. With more than 30 years of experience in the financial services industry, Tracy is dedicated to delivering exceptional service experience and helping advisors grow thriving, successful practices. She also oversees the MIN Support Team, ensuring MIN advisors and their staff receive exceptional white-glove service and responsive support from the home office.

Career Highlights

  • Ms. Weiss has been with the firm since September 2023
  • Served as a wealth management growth consultant and practice development consultant at Avantax Wealth Management from 2021 to 2023
  • Served as an executive business manager at HilltopSecurities from 2017 to 2021
  • Served as a financial professional at M.L. Stern & Co., Inc. from 1988 to 2009

Get to Know Tracy

1
amazing “dancing” daughter
30
years in the industry
3
time’s a charm – I’ve returned to HilltopSecurities 3 times and plan to make it the final return.
Perfection is the enemy of progress.
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