Our People
Portfolio manager working primarily with private clients and trust clients and a member of the Wealth Planning Group
Joined FCI Advisors in 2020 and in 2025 was part of the sizable team which transitioned to Midwest Advisors, the investment division of Midwest Trust. He served 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.
BA, Northeastern State University
CERTIFIED FINANCIAL PLANNER® (CFP®) certification
President
Executive Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager, Chief Wealth Strategist, Wealth Planning Group
Portfolio Manager, Head of Municipal Bond Research
Senior Vice President, Portfolio Manager
Managing Director, Trust Investment Solutions
Portfolio Manager
Senior Vice President, Co-Chief Investment Officer, Select Growth
Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager
Portfolio Manager, Wealth Strategist
Senior Vice President, Head of Portfolio Implementation
Senior Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager
Vice President, Portfolio Manager
Senior Vice President, Relationship Manager
Senior Vice President, Co-Chief Investment Officer, Value Equity
Senior Vice President, Co-Chief Investment Officer, Value Equity
Senior Vice President, Co-Chief Investment Officer, Select Growth
Senior Vice President, Portfolio Manager, Head of Investment Manager Research
Senior Investment Analyst
Senior Vice President, Managing Director Portfolio Manager, Head of Asset Allocation
Vice President, Portfolio Manager
Vice President, Portfolio Manager, Wealth Strategist
Business Development Director
Senior Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager, Head of Portfolio Advisory Group
Senior Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager, Senior Wealth Strategist
Vice President, Portfolio Manager
Senior Vice President, Head of Business Intelligence
Vice President, Portfolio Manager
Senior Vice President, Chief Investment Officer, Core Equity
Senior Vice President, Portfolio Manager, Head of Wealth Planning & Strategy
