Traci offers a range of financial services, from detailed financial planning to comprehensive
portfolio reviews. Her recommendations are meticulously crafted to prioritize value and benefit
for her clients. Working tirelessly, Traci aims to help individuals pursue their financial goals while
balancing risk and maximizing confidence.
As a member of Raymond James, Traci has access to unparalleled financial guidance and
services. Known for her prompt, transparent, and thoughtful responses to client inquiries, she
ensures that clients are equipped with all the necessary information to make informed decisions
aligned with realistic expectations.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Bell &
Valente Wealth Services, LLC is not a registered broker/dealer and is independent of Raymond James
Financial Services. Securities offered through Raymond James Financial Services, Inc., Member FINRA /
SIPC