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Tracy Romano, CTFA

Senior Vice President

Tracy serves as Senior Vice President in our Greenville office, bringing more than 29 years of experience in trust administration and sales. Throughout her career, she has built a reputation for delivering thoughtful guidance in trust and estate administration while working closely with clients and their outside advisors. In her role at Argent, Tracy assists clients with trust administration, estate planning, financial planning, and probate.

Prior to joining Argent, she spent seven years as Vice President and Trust Relationship Manager/Private Wealth at Synovus Financial Corp.

Tracy is a Certified Trust and Financial Advisor (CTFA) and has held leadership positions with the Greer Leadership Council Board of Directors and the Greenville Estate Planning Council Board of Directors. She also serves on several local boards, reflecting her strong commitment to service and stewardship.

A native of South Carolina, she resides in the Upstate with her husband and daughter. She enjoys time with their adult daughter and loves being outdoors in the mountains or at the beach, making memories with family and friends.

 

Greenville

40 West Broad Street suite 360, Greenville, SC 29601, USA

(864) 977-8825

40 West Broad Street suite 360, Greenville, SC 29601, USA

Provided Services

Trusts & Estate Planning

Trusts & Estate Planning

With over 30 years of expertise serving as sole trustee, co-trustee, successor trustee and directed trustee for thousands of clients, Argent can expertly serve the multi-generational wealth preservation and transfer needs of your family.

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Wealth Management

Wealth Management

Our expert wealth advisors can assist with preserving and growing wealth through tax and risk management, planning for the transfer of wealth, carrying out philanthropic goals and consulting on the preservation of family vision and preparing heirs.

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Latest News & Resources

Insights

Market Update-Third Quarter-October 2026

Market Update-Third Quarter-October 2026

Summary •The S&P 500 gained 2.3% in the third quarter, closing the quarter at 7,652, with record highs set along the way. But the quarter’s real story was in the bond market: the Federal Reserve delivered its first hike in more than three years, and the 10-year...

Retirement Times October 2026

Retirement Times October 2026

October 2026 This month's Retirement Times discusses the following: The Hidden Retirement Cost of Employee Caregiving IRS Provides Update on Opinion Letters for DC Qualified Pre-approved Plans Court Narrows Earlier Ruling on Brokerage Window Fee Disclosure in Alas v....

The Morning View: October 2, 2026

The Morning View: October 2, 2026

https://vimeo.com/1232374711 In this morning’s data, the economy added just 29,000 jobs in September, less than expected, and the previous month was revised lower.  Reviewing the individual categories, the Health Care and Social Assistance industry was relatively...

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