Traci Born comes to Raymond James with over 15 years’ experience in the areas of banking and finance. As a Senior Financial Advisor at RJFS, she oversees the portfolio management of business owners and high-net worth clients in the Central Ohio area.
Prior to joining Raymond James, Traci served as a Team Leader and Financial Advisor with The Huntington Investment Company. Her focus and dedication have earned Traci various awards, year after year, for her achievements in production and leadership. She has a track record of performance in these areas and the utmost commitment to her customers.
These awards and designations include:
2013 - 2020 - Raymond James Executive Council*
2020 - Raymond James Woman of Distinction Award**
AIF - Accredited Investment Fiduciary accreditation
CEPA - Certified Exit Planning Advisor certification
Traci holds General Securities Registered Representative Series 7, Series 66 and 24. She is licensed in 41 states and territories to best serve her clients. Traci earned her Undergraduate degree and MBA from Capital University.
Maintaining an active involvement in the community and with charitable organizations is a priority for Traci. She has also been a guest speaker at local associations and public events providing educational seminars on various topics including long-term care, investment and estate planning techniques.
Traci resides with her family in Powell, Ohio.
* Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.
** The Woman of Distinction Award is designed to recognize a woman advisor that has served as a role-model to other advisors or service associates in her branch or the industry. Through mentoring and coaching, she’s supported the professional growth of women by sharing her experiences, knowledge, ideas and feedback. In addition to these qualities, nominations should also include a woman who is actively involved in her community through volunteer hours, and board participation. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of an advisor's future performance. No fee is paid in exchange for this award/rating.