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Tracy L. Smith

Tracy L. Smith

Insurance and Marketing Director

Throughout Tracy’s career at The Rosselot Financial Group, she has established and maintained many longstanding relationships simply by being her warm and uplifting self. She is a strong relationship builder and genuinely interested in what is going on with others. Tracy has been instrumental in the growth of Rosselot Financial as the firm has doubled in size during her tenure. She is a strong advocate and knows the power of ‘Live for Today. Prepare for Tomorrow. Plan for Life.' Tracy holds her Series 6 and Series 63 securities registration, along with her Ohio Life Insurance License.  She is also an Ohio Notary.

Tracy loves traveling, going to concerts, dinner parties and most of all, sharing laughter amongst family and friends. Her favorite pastime is spent raising her two children, Jared and Lilyanna, alongside her best friend and husband, Jason! As natives to Anderson township, Jason and Tracy made the decision to dig their roots a bit deeper and raise their family in the area too.

Favorite Motto: Grateful for where I’m at, excited about where I’m going.

Favorite City: San Diego, California

Something on Your Bucket List: For me and Jason to show the world to our kiddos.

Check the background of this investment professional on FINRA’s BrokerCheck.
513-624-1310 / fax 513-624-3124


Rosselot Financial Best Places to Work 2018
Rosselot Financial BBB A+
2020 Five Star Wealth Manager - Nate Kosman & Ryan Antepenko

2020 Five Star Wealth Manger - James Stewart 
Goering Center
WiserAdvisor Member

Best of Cincinnati Top 3

The Rosselot Financial Group 7426 Jager Court Cincinnati, OH 45230
The Rosselot Financial Group
7426 Jager Court Cincinnati, OH 45230 

Phone: (513) 232-6500
Phone: (513) 232-6500
Fax: (513) 624-3124

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Rosselot Financial Group


To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to

Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC, to residents of: AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV. Cambridge and Rosselot Financial Group are not affiliated.