Merrill
46yrs
Top advisor by experience in Gilbert
24yrs
Tracey Perine
Financial advisor at Merrill
Based in Gilbert, Arizona, Tracey Perine is a fiduciary financial advisor with 24 years of industry experience. Tracey has been with Merrill since 2003. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 520 advisors with offices in Gilbert, and one of 502 fiduciaries.
At a glance
Experience24 years (since 2003)
How that compares ?Top 18% by experience in Gilbert
Office275 E Rivulon Blvd, Gilbert, AZ 85297
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2003 – nowMerrillCurrent firm
Questions to ask Tracey
Tailored to Tracey’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Tracey
How do I contact Tracey?
Call Merrill at 800-637-7455 and ask for Tracey Perine. Tracey works from the Gilbert, AZ office.
How long has Tracey been a financial advisor?
Tracey has been in the industry since 2003, about 24 years. Top 18% by experience in Gilbert.
What licenses does Tracey hold?
Series 66. Tap any license on this page to see what it allows.
Is Tracey a fiduciary?
Tracey is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Tracey paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Tracey for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Wells Fargo Advisors
45yrs
Top 1% by experience in Gilbert
Creativeone Securities
44yrs
Top 1% by experience in Gilbert
Wells Fargo Advisors
43yrs
Top 1% by experience in Gilbert
Merrill
43yrs
Top 1% by experience in Gilbert
Merrill
43yrs
Top 1% by experience in Gilbert