Tacy Roby is a Senior Wealth Advisor with TriBridge Partners Financial.  She provides customized, comprehensive, and proactive wealth advisory services to women leaders and their families residing in the Greater Washington DC Metropolitan area. For over 25 years, Tacy has supported her clients to help them achieve their lifetime goals. Prior to TriBridge, Tacy served as a Wealth Advisor at Truist Private Wealth working with high-net worth families. She has held senior roles at Calvert Investments and began her career at Chevy Chase Bank, now Capital One. 

At Tribridge, she brings together specialists in financial planning, investments, and insurance to help clients access these services with one team at one firm. Tacy’s interest in finance began in graduate school when a mentor guided her first investment purchase. Soon after, she was provided with a small inheritance that changed the trajectory of her life and enabled her to establish a modest fund to support young women’s education and other causes. 

Together with her family and the family dog, Bonus, Tacy lives in Potomac, Maryland. She serves on the Trustees for the Baltimore Yearly Meeting and has served on the board of Montgomery Women and the Financial Planning Association of the National Capital Area.