Main: 216.642.7878
Ms. Schmotzer joined Vantage Financial Group in 2019, after spending over 20 years at a large regional bank broker/dealer.
Making a difference for her clients is what is most important to Traci. She enjoys helping them define and pursue their financial goals, including wealth accumulation and retirement income. Her practice is centered around financial planning, taking a holistic approach to providing investment advice.
Traci is a Cleveland native, residing in Avon with her family. In addition to spending time with family, she loves to travel and read a good book.
Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC and Vantage Financial Group, Inc, both registered investment advisers. Cetera is under separate ownership from any other named entity.