• Firm: Portfolio Wealth Advisors
  • Job Title: Co-Founder and Chief Executive Officer
  • Certifications: CFP®, ChFC, and CLU

Experience

As CEO of Portfolio Wealth Advisors, Tracy Ann Miller uses her considerable investment experience to guide investors to wealth and carefree retirement. After many years of banking, life insurance, and investment management with Marine Midland Bank, InterSecurities, John Hancock, and Merrill Lynch, Tracy Ann spent over a decade with Charles Schwab before co-founding Portfolio Wealth Advisors. Tracy Ann's goal is to bring a fresh way to assist people in wealth growth and financial security and make the complexities of the investment market understandable. A few minutes with Tracy Ann and you know you are in capable hands. A few years with her, and you know you will live your life the way you have always dreamed.

Education

Tracy Ann received her BA in political science, pre-law from the University of Oklahoma.

Quote from Tracy Ann Miller

“With over 30 years of experience in the finance industry, Tracy Ann Miller takes a holistic approach to planning, which helps her understand all the dynamics of her clients’ financial situation.”