Tracey Perkins *
A native Houstonian, former professional athlete, and father of two sons, Tracey Perkins is a tremendous advocate for financial literacy! Tracey obtained an MBA from Prairie View A&M University, BBA in finance from Lamar University, and currently holds Group 1 Life Insurance.
Beginning his career with Morgan Stanley in 1999, he has garnered more than 20 years of experience in the financial industry where he had held his securities and advisor licenses.
Tracey comes to our team as a partner in our Sports Management Division, but also works with Small Business Owners, Company 401K, Self Employed and the average investor.
As a former professional athlete, he leverages his existing relationships with Sports Agents, Entertainers, Professional Trainers, and Athletes to provide personalized financial solutions that allow clients to benefit from years of experience in dealing high net worth strategies.
His team focuses on these Tax-advantaged Strategies for Athletes with these key options:
- Assisting the client in choosing a residence that maximizes tax saving and affordability for during and after their career.
- Management of the Athlete Tax.
- Signing bonus negotiation tax analysis.
- Assisting in “Dual Retirement Strategies”
When not guiding clients, he educates the minds of the youth coaching baseball and raising the two hearts at the center of his universe, his two sons. Both sons are following in their father’s footsteps with one pursuing a career in baseball and the other a career in business.
“Prosperity is a mindset; it is your expectation. Expect to expand your wealth…wealth of knowledge, relationship, income and wisdom!”
* Tracey is a licensed insurance agent and not affiliated with NEXT Financial Group, Inc.