About.

Since our inception, Tracey Donavan Insurance & Retirement Services has been totally
focused on building a strategically aligned, resource focused practice.

Proudly affiliated with
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Through our relationships with top rated insurance companies we are able to deliver cost-efficient insurance and financial strategies for closely held Medical Aesthetic practices, Families and Career Women.

 

By focusing on flexible policy design, policy diversification, underwriting management and results we are able to deliver consistent and creative solutions to accumulation, wealth transfer problems and situations posed to us by our clients and their advisors. After the plans are implemented we diligently monitor and service the policies and programs. 

Leadership

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Leslie Tracey

Founder & Principal

As the Principal & Founder of Tracey Donavan Insurance & Retirement Services, Leslie is a fierce advocate for women's empowerment and she specializes in the Medical Aesthetics Industry and enjoys working with Young Professionals of Diverse Backgrounds. 

Leslie is proud to provide her clients concierge services in retirement income, estate, business and personal financial strategies. She also curates and develops relationships with CPAs, Lawyers, and Relevant Professionals available for her clients various needs.

 

She is a public speaker, and host of the popular Aesthetics business podcast "Diamond Hands" and outside of taking care of her clients she enjoys traveling the world with her partner. Originally from Cheshire, CT, she loves reading, violin, pipe organ and the outdoors. She resides in North Andover, MA and works nationally.'

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Rosie Collado

Executive Assistant 

Executive Assistant Rosie Collado is the operational backbone of the practice and offers her expertise in organization, service and underwriting management for our clients. She is a 2020 Cum Laude graduate of Fitchburg State University with a Business Administration Degree.

 

Rosie joined Leslie in August of 2020 as an executive assistant. Prior to this, Rosie learned valuable experience working for Allstate Insurance. Rosie is also fluent in Spanish.

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