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About Us | Leadership | Tracy Weiss
Tracy Weiss
Advisor Relationship and Service Manager, Momentum Independent Network

Tracy Weiss is an advisor relationship and service manager, responsible for all aspects of Momentum Independent Network’s client and advisor service policies, objectives, and initiatives. Responsibilities also include the overall satisfaction of MIN-affiliated advisors with a high emphasis on advisor retention. Ms. Weiss has more than 30 years of experience in the financial services industry. 

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.
Winston Churchill
John R. Muschalek
John R. Muschalek
President, Momentum Independent Network
Scott McCaffrey
Scott McCaffrey
Managing Director, Head of Momentum Independent Network
Matt Rupert
Matt Rupert
Head of Wealth Management Sales Supervision
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