Our People

Assisting you with your financial goals is a privilege. At FCI Advisors, it’s an honor we take seriously.

Trae Ratliff, CFP® Portfolio Manager, Wealth Strategist

Expertise

Portfolio manager working primarily with private clients and trust clients and a member of the Wealth Planning Group


Experience

Joined FCI in 2020 after serving with Merrill Edge as a vice president and financial solutions advisor for two years, where he assisted clients with online investing solutions including self-directed and managed accounts. He also earned the title of Merrill Edge Business Retirement Specialist, where he assisted small business owners with retirement solutions for them and their employees.

Trae began his career in the financial services industry in 2014 with Bank of Oklahoma as a relationship banker.


Education

BA, Northeastern State University

CERTIFIED FINANCIAL PLANNER® (CFP®) certification



Our People