Wealth Advisor | Mortgage Advisor | Personal Finance Advisor | Palo Alto, California
License/Certifications: NMLS 296909
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Decisions to purchase real estate can completely alter our financial situation and have significant consequences for our future. This is why planning at the time of buying or selling real estate is so critical. With our unique offer of mortgage + tech + advice, we can show you there’s much more to consider, in addition to rates and monthly payments.
Tracie Southerland excels in helping her clients determine the optimal purchase price, down payment, and loan structure when they are purchasing a home or refinancing their current mortgage. Unique to Opes, as a part of the loan approval process, she works with her clients to analyze their current financial situation as well as their plans and dreams for the future. Then together, using Opes’ real estate decision technology, Tracie can help her clients see how the decisions they are making today will impact their financial future.
Tracie has more than 30 years of experience in financial services and mortgage banking. She has an excellent reputation within the local real estate community for closing transactions on time and with a high degree of professionalism. She does extensive research and work upfront to determine the best financing structure and mortgage product for each client. Her authentic, straightforward approach with clients coupled with her ability to anticipate and therefore avoid potential obstacles, gives her clients certainty throughout the process.
Tracie’s extensive leadership experience includes:
- More than 30 years of experience in the mortgage banking and wealth management industries
- Wealth Advisor and Mortgage Advisor at Opes Advisors
- Branch Manager (1997-2002)
- Licensed California Real Estate Agent/Mortgage Loan Originator
- Personal Finance Advisor
- President’s Club Member
- Consistently ranking in the Top 1% of mortgage originators nationwide
- Named Opes Advisors Family Picnic “Salsa Contest Champion” – two years running
Tracie lives with her family, including two labradoodles, in Los Altos.