Columbus, OH North High Street Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

2

Of 6,461 advisors across 2,959 offices

Location

8351 North High Street, Suite 210

Columbus OH 43235

Advisors at this office

2

Advisors at this office

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Traci B

Series 66

Columbus, OH

Raymond James Financial

Traci Born is a financial advisor with Raymond James Financial, holding a Series 66 designation and 30 years of industry experience. She has worked with Raymond James Financial Services Advisors, Inc. since 2012 and previously with Delaware County Bank. In addition to her advisory role, she is the owner of Born Investment Group LLC, a support company based in Columbus, Ohio. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored non-discretionary planning and consulting, utilizing risk profiling and modeling tools, and supports municipal and public-finance work through its affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Christa M

Series 66

Columbus, OH

Raymond James Financial

Christa Mcgrew is a financial advisor at Raymond James Financial with three years of industry experience. She holds the Series 66 designation and has worked within various branches of Raymond James since 2016. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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