With more than a decade of experience in financial services, Traci Steelman is a Plano‑based financial advisor serving individuals and families throughout Richardson and North Dallas. She specializes in education‑driven financial planning designed to help clients make confident, informed decisions through every stage of life.

Traci provides comprehensive financial planning, retirement strategy, and portfolio reviews with a long‑term, risk‑aware approach. Her background in accounting and tax preparation allows her to take a holistic, tax‑efficient view of each client’s financial picture, helping align investment strategies with income needs, lifestyle goals, and retirement planning objectives.

As a Financial Advisor with Raymond James Financial Services, Traci has access to firm‑wide research, planning tools, and resources that support disciplined, personalized strategies. She is known for transparent communication, prompt responsiveness, and helping clients replace financial uncertainty with clarity and direction.

Before joining Raymond James in 2017, Traci worked with Wells Fargo Advisors and Edward Jones. She holds a degree in accounting from Grand Canyon University and has served clients as an accountant, tax preparer, and registered client relationship manager.

Traci is actively involved in the Plano and Richardson communities, the Plano Rotary Club, the Richardson Chamber of Commerce, Leadership Richardson, and North Texas Polka Dot Powerhouse. Outside the office, she enjoys trail and ultra running, hiking, and lifelong learning—an endurance mindset she brings to financial planning and long‑term strategy.

📍 Serving clients in Plano, Richardson, and North Dallas, TX
📅 Schedule a consultation: www.calendly.com/traci-steelman
📧 Traci.Steelman@RaymondJames.com | 📞 972‑403‑1025

*Raymond James is not affiliated with the above organizations and/or charitable causes.