Tracy L. Cope, CPA, PFS, CFP
Managing Director
Tax
About Tracy
Originally from the Greenville SC area, this Clemson alumna joined the Carter team at the end of 2018.
With more than 20 years of experience in public accounting, Tracy has a concentration in planning and compliance services for high-net-worth individuals and related entities. Additionally, she has provided tax and consulting for closely-held-businesses, private family group services, and estate and trust planning and compliance. She values building strong relationships with clients and listening to them in order to help them achieve their goals.
Outside of work, Tracy can be found golfing, swimming, and spending time with family.
Specialties
High Net Worth Individuals, Estate, Gift Tax, Trusts
Education & Credentials
Professional Affiliations
Community Engagement