The Founder of Tracey & Tracey
James L. Tracey
Our Founder, Jim Tracey started his own accounting practice servicing the south jersey area, 49 years ago. A year later, in 1972, he grew into Tracey and Heun, CPA’s. In 2006, Jim started Tracey and Tracey CPA’s along with Tracey Wealth Management with his daughter Pam. Jim’s vision was always a broad one which included servicing the accounting, advisory, and investment needs of his clients. He had a passion to improve the lives of his clients and colleagues. It was an inclusive vision which married all the aspects of a client’s financial well-being. He was a mentor to many future accountants in the Southern Jersey area and his love for the shore area gave him a unique way of helping the firms foothold in the sand.
Jim was a graduate of Wildwood Catholic High School, LaSalle College and Drexel University (MBA). He grew up and resided in Sea Isle City before living in Linwood. Jim began his career at Lybrand Ross Brothers and Montgomery in Philadelphia. Throughout his career, Jim was admired for his integrity, loyalty and genuine caring for his clients. His entrepreneurial spirit led to a variety of businesses outside of his CPA and investment practices which included ownership in a candy store, restaurant, and various real estate endeavors. All of these endeavors enabled him to share his small and medium-size business acumen with his clients. In addition to being a practicing CPA Jim held investment licenses. Jim’s visions for the future have been passed down to his daughter and firm. The core values which drove Jim to have such successful businesses have been passed down to those now carrying the flame at Tracey and Tracey and Tracey Wealth Management.
Jim passed away in December of 2018. He left behind his wife Lynn of 52 years as well as 5 children and 6 grandchildren. He is missed by all who valued his keen mind, his integrity, and his great sense of humor.
Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS.
Tracey Wealth Management is not affiliated with Kestra IS or Kestra AS.
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