TracyMs. Costanzo is a year 2000 graduate of SUNY of Buffalo, New York, with a B.A. degree in Legal Studies. She is a Certified Legal Assistant, Certified Paralegal, and holds an Advanced Certified Paralegal Designation in Social Security Disability.  After her graduation from SUNY, she began her legal career  in Boca Raton, Florida where she became an integral part of a small general practice firm, where she gained substantial experience in the areas of estate and trust administrations, estate planning, guardianship, real estate, and litigation. She also became an office manager.

During her career, Ms. Costanzo became proficient with State of Florida judicial accountings for estates, trusts, and guardianships and she developed a keen understanding of the importance of proper titling of assets within estate plans.  She also has supervised court guardianship and probate process from inception to final accounting and discharge.

Ms. Costanzo is a member of our Wealth Management Estate Planning Departments, where she serves a paralegal and economic analyst.