Tracey Ullom
AVP & Counsel, Head of Advanced Markets,
John Hancock
Tracey joined John Hancock in 2021 bringing eight years of experience in the life insurance industry with a strong focus on advanced planning. Tracey has deep expertise in comprehensive estate planning, business succession, charitable strategies and executive benefits with particular strength in ERISA-qualified plans. Tracey collaborates within John Hancock and partners with financial professionals nationwide to deliver effective planning strategies that drive
results. A frequent speaker at industry events and webinars, she is well known for translating complex estate, business and tax planning concepts into clear, actionable insights. Education & affiliations
Tracey received her Bachelor of Science degree, magna cum laude, in Legal Studies from Minnesota State University, and received her Juris Doctor, cum laude, from Vermont Law School. She also received her Master of Laws (LLM) in Taxation from Boston University School of Law. Tracey is licensed to practice law in the state of Vermont and holds the Chartered Life Underwriter (CLU®) designation
Tracey Ullom's Sessions
- May 20
- 8:00 am
- - 8:45 am
- Check Mobile App for Locations
- Breakout Session
- Cutting Edge Strategies
Join us to learn how to cut through the confusion of executive benefits with a simple, repeatable framework. We’ll break down complex non‑qualified strategies into practical comparisons that spark confident conversations and unlock new opportunities.
