Traci Mitchell Email & Phone Number
Financial Advisor, Executive Director- Wealth Management, Family Wealth Advisor @ Morgan Stanley
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Traci Mitchell Location
- Washington, DC, US
Traci Mitchell Work
- Financial Advisor, Executive Director- Wealth Management, Family Wealth Advisor @ (March 2006 - Present)
- Financial Advisor - Financial Planning Specialist @ (March 2005 - February 2006)
- Wealth Advisory Executive @ (October 1998 - June 2004)
- Wealth Advisory Executive @ (June 1996 - October 1998)
- Wealth Advisory Associate @ Lincoln Financial Group (January 1994 - January 1996)
- Executive Assistant to Department of Medicine Vice Chairman @ (January 1992 - January 1994)
Traci Mitchell Education
- The University of Chicago Booth School of Business
IMCA® - Certified Private Wealth Advisor®
2012-2012 - College for Financial Planning
CERTIFIED FINANCIAL PLANNER™
2004-2004 - Ithaca College
Bachelor of Science (Marketing, Business, Management, Marketing, and Related Support Services)
1988-1992
Traci Mitchell Skills
- Business Strategy
- Project Management
- Sales
- Finance
- Research
- Strategic Planning
- Advisory
- MIS
- Private Banking
- Risk Consulting
- Public Policy
- IT Audit
- Retirement Planning
Traci Mitchell Summary
- Traci Mitchell, based in Washington, DC, US, is currently a Financial Advisor, Executive Director- Wealth Management, Family Wealth Advisor at Morgan Stanley. Traci Mitchell brings experience from previous roles at Legg Mason, Merrill Lynch, Deutsche Bank and Lincoln Financial Group. Traci Mitchell holds a 2012 - 2012 IMCA® - Certified Private Wealth Advisor® @ The University of Chicago Booth School of Business. With a robust skill set that includes Business Strategy, Project Management, Sales, Finance, Research and more. Traci Mitchell has 3 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Traci Mitchell?
Find contact details for 700 million professionals.
Others Named Traci Mitchell
Traci Mitchell
Corporate Controller
Campbell, CA, US
Traci Mitchell
Medical Science Liaison, Associate Director
Snohomish, WA, US
Traci Mitchell
Assistant Vice President
Dallas, TX, US
Traci Mitchell
Pharmacist
Melbourne, FL, US
Traci Mitchell
Executive Director
Port St. Lucie, FL, US
Top Morgan Stanley Employees
Lori O'Reilly
Chief Operating Officer, Eaton Vance Equity
New York, NY, US
Mia Burgess
Chief Operating Officer, Global Financial Crimes
New York, NY, US
Amanda Kan
Chief Operating Officer, U.S. Banks
New York, NY, US
John Ryan
President of US Banks
New York, NY, US
Jeffrey Holzschuh
Chairman, Institutional Securities Group
New York, NY, US
Deborah Benzel
COO, Global Marketing Strategy
New York, NY, US
Robert Remick
Chief Operating Officer-Northeast Region
New York, NY, US
Chelsea Clark
Chief Operating Officer for Consulting Group
New York, NY, US
Simon Cohen
Chief Operating Officer - Equity and Multi-Asset Trading
New York, NY, US
Tony Young
COO, Public Finance Investment Banking
New York, NY, US
Amelia Clark
Chief Operating Officer, Equity Capital Markets
New York, NY, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co