Tracie Southerland

Vice President, Advisor

Menlo Park, California

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Tracie is a financial advisor with more than 35 years of experience helping clients navigate everyday financial decisions and plan confidently for retirement. She specializes in real estate-related financial decisions and financing considerations, working closely with clients to address both near-term priorities and long-term goals.
Tracie joined EP Wealth in 2026, bringing with her a deep background that includes retirement plan support for small businesses, life insurance planning, and real estate financing — expertise she developed over more than two decades at Opes Wealth Management, where she worked beginning in 2004.
Her advisory approach is practical and planning-focused. Tracie believes financial confidence comes from preparation, thoughtful planning, and consistent follow-through — and she works to help clients simplify complex decisions and build clear, actionable paths forward.
Having grown up in the Dallas area, Tracie relocated to California in 1994 and now lives in the Bay Area with her family. Outside of work she enjoys golf, spending time at her lake house in Texas, and with her family during their annual family vacations to Hawaii.