In this episode, host Lorie Jones welcomes Tracey Windsor, CEO of Windsor Edge and former New York City dancer, for a conversation that’s equal parts energizing and insightful. Tracey shares her bold leap from the arts into nonprofit leadership and eventually the high-stakes world of private equity, showing that success favors those who embrace change and pursue what excites them.
Tracey discusses making tough career pivots, overcoming doubt, and staying true to your passions while navigating male-dominated or established professional spaces, with practical advice on building strong networks, crafting your own opportunities. You will hear how she balances creativity with strategic financial thinking, and why she believes mastering money puts real power in women’s hands.
This episode is for any woman looking to build a purposeful career on her own terms—and have some fun while doing it. Tune in for honest insights, fresh inspiration, and the encouragement to bet on yourself.
Show Highlights:
- How embracing finance can empower multiple passions. [05:15]
- Does being in finance mean sacrificing your creative outlets? [10:35]
- Why fearless career pivots are powerful growth drivers. [12:43]
- How to navigate resistance to nonlinear paths in traditional sectors. [16:03]
- The power of future regret as a catalyst for pivotal action. [17:50]
- Should young women integrate the remote work model early? [20:55]
- Common fears around achievement, visibility, and self-worth. [26:28]
- Subtle worries and overt biases women in finance encounter. [28:20]
- The value of immersing yourself in vibrant communities. [32:33]
- Key “people lens” and coaching strategies for professional women. [37:14]
Connect with Tracey Windsor on LinkedIn at https://www.linkedin.com/in/traceyjwindsor/.
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For more information about Lorie Jones, go to https://fearlessfinancialadvisors.com/fearless-females.
This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products.
The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode.
Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional.
For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit http://fidelis-wealth.com.