Trace Weatherford

Wealth Manager

Trace Weatherford - Tax Associate | The Retirement Planning Group

Trace Weatherford

Wealth Manager

Trace Weatherford - Tax Associate | The Retirement Planning Group

Trace Weatherford

Wealth Manager

Trace Weatherford - Tax Associate | The Retirement Planning Group
Less than 5

Years of Industry Experience

Fitness Icon

Enjoys Fitness

Financial Advisor | The Retirement Planning Group

B.S. in Accounting

Missouri Western State University

Meet Trace Weatherford

After embarking on his professional journey as an intern at The Retirement Planning Group, Trace Weatherford seamlessly transitioned into a full-time role upon completing his studies at Missouri Western State University. Fueled by a knack for numbers and a strong work ethic, he gravitated towards accounting. In his capacity as a Tax Associate, Trace’s core responsibilities included tax return preparation. Surprisingly, the job also brought the unforeseen satisfaction of positively impacting individuals’ financial trajectories.

Driven by a desire to amplify his impact on people’s financial well-being, Trace set his sights on a Wealth Manager position. Having successfully undertaken and conquered the challenges of the series 65, he is currently in the process of effecting this career transition.

Trace’s family is spread out across North Carolina, Virginia, Oregon, and the Northern KCMO area. He has a half-Australian cattle dog and half-lab named Luna, whom he considers his ride-or-die. Trace enjoys bodybuilding and restoring old Chevy square-body trucks, primarily from the 1970s.

SCHEDULE YOUR

10 Minute Guidance Call 🤝

It's simple - you tell us where you are headed. We’ll let you know if we think we can help you get there. And if you don’t know where you are going, that’s okay. We’ll guide you in the right direction! No cost, no commitment - just guidance.


Contact Trace Today

Phone

Office: (913) 906-9898
Cell: (913) 359-8461
Fax: (913) 498-8897

Office Address

4811 W. 136th Street
Leawood, KS 66224