Traci Steelman Email & Phone Number
Financial Advisor @ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
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Traci Steelman Location
- Plano, TX, US
Traci Steelman Work
- Financial Advisor @ (January 2023 - Present)
- Tax Preparer @ Frank Storm & Co (January 2018 - January 2023)
- Client Relationship Manager @ (January 2015 - January 2023)
Traci Steelman Education
- Grand Canyon University
Bachelor of Science (Accounting)
2015
Traci Steelman Skills
- Asset Allocation
- Cash Flow Strategy
- Client Relationship Management
- Early Retirement Strategies
- Financial Education and Coaching
- Financial Goal Setting
- Income Distribution Strategy
- Investment Portfolio Management
- Lifestyle and Legacy Planning
- Portfolio Design
- Retirement Income Planning
- Roth Conversion Strategies
- Social Security Planning
- Strategic Financial Planning
- Tax-Efficient Strategies
- Wealth Preservation
Traci Steelman Summary
- Traci Steelman, based in Plano, TX, US, is currently a Financial Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.. Traci Steelman brings experience from previous roles at Frank Storm & Co and INTEGRITY WEALTH STRATEGIES, LLC. Traci Steelman holds a Bachelor of Science in Accounting @ Grand Canyon University. With a robust skill set that includes Asset Allocation, Cash Flow Strategy, Client Relationship Management, Early Retirement Strategies, Financial Education and Coaching and more. Traci Steelman has 1 emails and 1 mobile phone numbers on RocketReach.
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Traci Steelman
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