2100 East Cary Street,
"Having a team of Advisors like Tracy and Sean gives my family and I a great deal of peace. After each meeting with them, we feel better and better about our decision to work with their team. They share a similar approach, but both have traits that make them unique in the way they approach situations. After years of feeling confused about if I was investing the right way, investing enough and what it all was going to mean for me one day, I now have the financial confidence I’ve always wanted. I cannot recommend this dynamic duo enough! If you’re considering hiring a pro, hire these pros."
"Tracy has been directing our families financial future for 17 years. Handling our retirement funds as both my wife and I changed employers. She also has overseen the 529 plans for our children. Over that time she and her staff have been approachable, professional, and helped us prepare for a more secure financial future. It was an easy decision to follow her as she transitioned as we love the ease of access to her and her staff. Grateful,"
"We began working with Sean Tyll approximately seven years ago and have been 100% pleased with his knowledge, professionalism, congeniality, and professional guidance. Sean and his team respond promptly to communications, which is important to us. Sean also initiates communication when he thinks we might need reassurance during downturns in the economy. The periodic emails regarding general market conditions and historic performance are very informative."
“I have worked with Tracy 10 years. She has made a complex financial situation I had much easier to deal with. She makes it personal and guides me so I know I can trust her with what is important to me”
"Sean Tyll is my most trusted advisor. I recently became the sole caregiver for my father who is blind and has dementia. As the agent under his Power of Attorney I tried to manage my dad’s finances and accounts but was overwhelmed by his disorganization and lack of recordkeeping brought on by his declining health. I contacted Sean and he talked to me right away and set up a meeting. I gave Sean all the records that I had and within a day or two he researched the accounts and made the necessary phone calls so that we had a complete picture of my dad’s portfolio. Sean then presented recommendations for a financial plan that was customized to my dad’s resources and needs. I know that Sean put in a lot of time and effort to get my dad’s accounts in order, and I am very thankful. Sean has a skill set which allows him to assess my father’s situation and implement a plan that will protect and preserve my dad’s assets. Sean is always accessible and routinely checks in on me and my dad to give us status updates. My husband and I were so impressed with Sean’s handling of my dad’s accounts, we moved our accounts to LPL also. We feel like Sean and LPL are part of the family now and we wouldn’t make a financial move without consulting Sean first."
"We met Tracy at church over twenty years ago and have been friends since. We started investing with her in 2006 and she has guided us as our needs have changed. She is trustworthy, conscientious, and thoroughly explains all options and procedures. We have been truly pleased with the personal service she provides."
"I've been working with Sean since 2012. Over the years, I have been loyal to Sean as his practice has grown and he has transferred firms it has always a smooth transfer. The advice I receive from Sean has always been reliable and forthcoming. Without hesitation I recommend Sean Tyll's financial and professional service."
"I have been a client of Tracy Applewhites' for over six (6) years. Since my first appointment, Tracy's customer service has remained constant with her customer service values. She warmly welcomed me and spent as much time as I needed building an understanding of my individual financial goals. She and her team are quick to answer the phone and or return my calls in a timely manner. She answers any questions that arise and works hard to ensure they are answered quickly and in a language I can understand. She simplifies any complicated matters that may arise. I have been extremely pleased with her process and the progress of my portfolio. I appreciate her thoughtfulness and caring attitude. She goes above and beyond. Tracy invites her clients to learning sessions and invests in me as a personal client to ensure that we can have an open and personal relationship, she is always seeking new ways to combat the rise and fall of the economy, to ensure and be on the lookout for proper funds to be carefully invested in my portfolio. I enjoy her personal touch and appreciate all she has done to support me with my financial goals."
"Sean has been a financial advisor for everyone in my family since about 2012. He takes the time to know his clients beyond just from the business aspect. His response to inquiries is quick, and he keeps our goals foremost in his investment suggestions. It has been a pleasure working with him to achieve my financial goals!"
"My husband and I first met Tracy through our relationship with her previous firm. and we happily followed her when she started her own company. Not only is she incredibly knowledgeable, she’s also extremely personable and connects with her clients on all levels. She takes a sincere interest in us, our family and our retirement goals. She has thoughtfully guided us through all our financial decisions and gotten us to a place of feeling more confident about our financial future as we move forward while reducing our financial stress level. I cannot say enough good things about Tracy both as a financial advisor and a friend!! We have and will continue to recommend her to family and friends without hesitation."
"Tracy translates complicated financial products into easy to understand terms which gives me comfort in relying upon her to manage my finances and those of other family members. I appreciate her unwavering dedication to a customer service standard rarely seen today! I recommend Tracy because her knowledge and professional guidance is invaluable."
"Tracy, I quick note of gratitude for making our transition to lpl so seamless. I had been working with the same organization for over 30 years and was a little hesitant when it came to consolidating my 401K and cash balance plan, and then moving it to another institution. You made the move easy and your willingness to get on the phone with me and talk me through some of the conversations gave me great peace of mind. It’s good to work with someone who can make what seems to be complex, simple!!"
"Tracy Applewhite has multiple characteristics that make her our trusted financial advisor. To me perhaps the most important of her characteristics is empathy. This sets her apart. Tracy has been our trusted advisor for years. She understands our goals and feelings which provides a level of comfort that is incredibly important to us. Over the years she has always taken the time to ask probing questions and has considered the unique steps for us that will help us to make progress. We have a personal relationship with Tracy. She has kept us on track to meet our financial goals and has our best interest at heart. She manages our portfolio in accordance with our goals and invests in her education. This has been incredibly important through the years. In these times of market volatility, Tracy has been a steady voice of reason, helping us to avoid emotional decisions that could lead to costly mistakes. There is comfort in knowing we have a trusted advisor in Tracy Applewhite."
"We have been working with Tracy Applewhite for about a decade; first when she was with a division with a major bank and most recently since she became affiliated with LPL Financial. Tracy listens carefully to our risk tolerance levels and goals and then proposes the best methods to reach our desired end result. Tracy's affiliation with LPL has greatly expanded the various financial investment options available to us and she is careful to ensure we have a stable mix of investments. We love working with Tracy. She is a wonderful person and truly cares about her clients' financial goals."
"We first became clients of Tracy Applewhite about ten years ago when she was associated with Wells Fargo Advisors. As we were nearing retirement, Tracy assisted us in rolling over our company/personal 401K plans to Wells Fargo, and she developed a long-term investment plan for us. Additionally, she was able to successfully facilitate the rollover of a 401K plan that required the correction of faulty customer information. When Tracy and Sean Tyll established their independent investment firm Applewhite Tyll, associated with LPL Financial, we readily joined them. Since that time she has regularly reviewed our investment strategies with us, updating the plan as necessary and answering any questions or concerns we had. She researched and facilitated the conversion of a life insurance policy into a long-term care policy for us. Tracy has consistently acted as our advocate with our best interests at the forefront. Upon our recommendation, several of our friends and a family member have become Tracy’s clients."