Financial Advisor
Feliciano Finacial Group Tyler Texas

THE FELICIANO FINANCIAL GROUP TEAM



Traci MeyerTraci Meyer
Contact Traci

Employee Benefits Specialist and Account Supervisor

Traci Meyer is the Account Manager for Feliciano Financial Group; with over six years of group medical insurance and employee benefits experience. Acting as a liaison between the client, various insurance companies, and vendors, she helps orchestrate the development of benefit programs that meet the specific financial, benefit, and employment objectives of the client. This includes the review of plan design, and communication strategy. Traci directs and manages all account functions of health plan evaluations, marketing, proposal analysis, and daily administration matters including billing and claims data. Additionally, she handles customer service issues providing ongoing Human Resource support and member services functions for the employees and family members of clients.

Before joining Feliciano Financial Group, Traci worked for a local Third Party Administrator as a marketing representative for their in house network. She has a B.B.A. in General Business from Midwestern State University.



* Registered Representative of and offers securities through Woodbury Financial Services, Inc., Member FINRA, SIPC

** Investment Advisor Representative of and offers securities and investment advisory services through Woodbury Financial Services, Inc., Member FINRA, SIPC and Registered Investment Advisor.

*** Registered Assistant with Woodbury Financial Services, Inc., Member FINRA, SIPC

 

Home | About | Wealth Management Planning | Business Financial Planning | Media & Newsroom | Glossary | Advisor Login | Associations | Contact
Financial Advisor