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Traci Eisner, CLU, ChFC

Traci Eisner, CLU, ChFC

Case Design

Traci’s primary responsibilities include assisting advisors in determining the most appropriate strategies based on client objectives. She provides excellent results for our clients by staying current on the life insurance marketplace, product changes and availability, tax laws and complex planning strategies.  Overall, Traci has over 20 years of experience in the insurance industry and with high net worth clientele. 

Education, Designations, Licenses, and Organizations 
Traci earned her Bachelor of Arts from Louisiana State University.  She has since obtained her Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations.  

Traci also holds the following licenses:  Investment Company Products/Variable Contracts Limited Representative (Series 6), General Securities Representative (Series 7), Uniform Combined State Law Examination (Series 63), and Illinois and North Carolina Insurance Licenses (Life, Health, Variable, Disability, Property, and Casualty).

Personal 
A native of Pensacola, Florida, Traci and her husband Scott reside in Asheville, North Carolina.  Her interests include travel, gardening and movies.