• LinkedIn Social Icon

Traci R. Passamonte

Registered Financial Services Associate

585-512-2322

Working closely with clients on a daily basis, Traci is responsible for ensuring requests are completed accurately and in a timely manner.  Her 20 years of experience in the financial services industry supports her dedication to excellent customer service. Traci has earned her designation as a licensed person under the Financial Industry Regulatory Authority (FINRA).  Residing in Clifton Springs, with her husband, Shaun, and two sons, she is very involved in her community.  When she is not watching baseball, she is giving back as Treasurer for Midlakes Babe Ruth Baseball.

Traci can help you with:

  • Money market balances

  • Account values & asset transfers

  • Cost basis information

  • Address & beneficiary changes

  • All account service requests

Sage Rutty Financial Advisors Logo
  • Facebook Social Icon
  • LinkedIn Social Icon

Sage Rutty and Company, Inc.   100 Corporate Woods, Suite 300   Rochester, New York 14623 
phone 585.232.3760   fax 1.866.902.0273   toll free 1.800.733.1133

© 2019 Sage Rutty. Sage Rutty is a trademark of Sage Rutty and Company, Inc. Members: FINRA and SIPC