Management

  

Tracy B. Fitzsimmons, MBA*

Principal, Co-COO
Boston, MA

Tracy Fitzsimmons specializes in the design and implementation of large life insurance portfolios. He has an extensive background in advanced marketing and financial analysis and applies this experience to develop many of the firm's innovative planning designs and proprietary analysis tools. 

Tracy works closely with the producers, advisors, and FAP clients to develop insurance planning models that can help maximize wealth preservation and overall portfolio performance. His unique blend of writing and analytical skills allows him to communicate complex estate planning concepts in a simple and concise manner.

Tracy has over 20 years of experience in life insurance, case design, and portfolio evaluation and has been a frequent speaker at many national industry events. Prior to joining FAP in 2002, he was a consultant in John Hancock's M Marketing Group in Boston and also Director of Case Design at Lander & Associates in Newton, Massachusetts.

Tracy holds his Life Insurance license as well as the FINRA Series 6 and 63 licenses, and he is a member of the Boston Estate Planning Council and the Association for Advanced Life Underwriting. Tracy and his wife make their home in Dover, Massachusetts.

Education:

Master of Business Administration, Boston University
Bachelor of Science in Mathematics, University of New Hampshire

Contact:

Prudential Tower
800 Boylston Street, 26th Floor
Boston, MA 02199
617-259-1900