Mai Tran

Meet Mai Tran

Executive Assistant

Mai Tran is an executive assistant for Traditions Wealth and Legacy Planning. She is dedicated about supporting the leadership team and making sure they are able to focus on their core responsibilities, educating and assisting their clients to grow and expand their generational wealth.

Mai graduated from the University of South Florida with a degree in Mass Communications. She has an extensive background in finance, quality control and data analysis which enabled her to transition her skills easily into an assistant role to provide support to her teams. In addition to her duties as an assistant, Mai enjoys volunteering in her community by donating her time and resources to several charities that she is passionate about. She is an alum of Leadership Tampa Bay, a mentorship program that is dedicated to engaging business and community leaders to enhance their knowledge of regional assets and issues and giving back to the community.

Mai lives in the Greater Tampa Bay area with her family and enjoys being near the beaches and exploring and tasting all this great big world has to offer!

At Traditions, we believe in a comprehensive and client-centric approach to managing wealth. We design and implement a customized wealth management strategy based on every client’s unique situation.