Meet the Addessi Team

Michael began his career in the financial services industry working as a tax accountant during his college years. After graduating cum laude from Long Island University with a BS in accounting and economics, he moved from Long Island to Florida. He worked as an analyst for Dean Witter Reynolds in Tampa and then spent several years as an auditor for Lockheed Martin Corporation. In 1983, Michael laid the foundation for his company which would later become Addessi Financial Partners. Michael is an Investment Adviser Representative with Commonwealth Financial Network®.

Michael works with his clients to keep them from making emotional decisions. He focuses them on their own specific financial circumstances rather than reacting to short-term fluctuations in the markets. His experienced, thoughtful, and calming approach helps clients make wise decisions, especially during times of turbulence and uncertainty. Clients of Addessi Financial Partners are supported by an educated team of professionals who strive to provide exceptional and caring service.

Michael is a CERTIFIED FINANCIAL PLANNER™ professional, Accredited Investment Fiduciary,® and Enrolled Agent qualified to practice before the Internal Revenue Service. He holds FINRA Series 7, 24, 63, and 65 securities registrations through Commonwealth and is licensed to offer health, life, and variable annuity insurance, and is certified in long-term care and disability policies. Michael also holds Florida commercial and residential real estate licenses. In addition to his earned licenses and designations, Michael is a Forbes’ Best in State Wealth Advisor*, a nationally recognized award.

Michael Addessi is proud to have been recognized as a Chairman's Level advisor—a distinction based on annual production and is attained by just 3 percent of advisors affiliated with Commonwealth Financial Network.

Michael and his wife, Wendy, have two adult children who are Partners at Addessi Financial. In his leisure time, he enjoys reading, cooking, doing yard work, and golfing. He also enjoys anything related to “family” and is a Tampa Bay sports fan.

 

*Data provided by SHOOK® Research, LLC., as of 6/30/21. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Overall, 34,925 advisors were considered, and 6,585 (18.8 percent of candidates) were recognized.  This recognition and the due-diligence process conducted are not indicative of the advisor's future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you. SHOOK does not receive a fee in exchange for rankings. The full methodology that Forbes developed in partnership with SHOOK Research is available here. Stats were obtained from Shook Research

As a Tax and Business Planning Specialist, her primary role is to provide clients with tax strategies aimed at minimizing federal and state taxes. In essence, Tracy assists in creating tax-efficient financial plans for our clients.

Tracy’s passion for our clients’ financial well-being is brought to every client interaction through her attention to detail and financial analysis, ensuring the only highest quality of personalized tax and business planning.

Tracy is a summa cum laude graduate of Assumption University with a bachelor’s degree in mathematics and computer science. She received her MBA from Rollins College in 2001, with a concentration in entrepreneurship. She started her career as a mortgage underwriter. Her desire to keep learning and growing resulted in Tracy obtaining her CPA (Certified Public Accountant) in 2013. She earned the Nicholas Picchione award in Rhode Island in 2013 for the highest grade on the CPA exam that year. Tracy has worked in the field of public accounting, focusing on estate, trust, individual, and business taxation. She also is a member of the American Institute of Certified Public Accounting (AICPA) and the Florida Institute of Certified Public Accountants (FICPA).

Tracy and her husband, Steve, have one son. In her spare time, Tracy and her family love to spend time together at Disney World. She also enjoys reading, crafts, and anything to do with animals. 

As the Business Operations Manager, Emily works diligently with our President/CEO to develop systems to support the firm’s growth—always with a keen eye on maintaining the caring and thoughtful culture that clients have come to expect. Emily oversees the day-to-day operations of the office. She also analyzes process efficiencies within the firm to help our clients experience the highest level of service.

Prior to joining Addessi Financial Partners in 2015, Emily worked for Raymond James Financial Inc. in Jacksonville, Florida, on both the investment advisor and corporate sides of the business. She graduated cum laude from the University of North Florida in 2013 with a BBA in financial services. Ranking in the top 10 percent of her class, she was inducted into the Beta Gamma Sigma International Business Honor Society. Emily was also an active senator for the University’s Student Government all four years and took on leadership positions within the Kappa Delta Sorority, including serving as treasurer.

In her spare time, Emily enjoys being a mentor in the Big Brothers Big Sisters program, the Florida sunshine, bike riding, sitting poolside, attending professional sporting games, traveling, and cooking. Above all, she cherishes spending time with family, friends, and her puppy, Hazel.