Tracy Miller Email & Phone Number
Founding Partner and Wealth Manager @ HEFTY WEALTH PARTNERS
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Tracy Miller Location
- Oklahoma City, OK, US
Tracy Miller Work
- Founding Partner and Wealth Manager @ (February 2023 - Present)
- CEO and Founder @ Miller Private Wealth (September 2018 - January 2023)
- CEO and Founder @ (September 2009 - January 2023)
- CEO and CoFounder @ (September 2009 - October 2018)
- VP @ (January 1997 - January 2009)
- Brokerage Manager @ (August 1995 - October 1997)
- Financial Advisor @ InterSecurities AEGON Insurance Group (January 1990 - July 1995)
- VP Sales Officer @ Marine Midland Bank (January 1984 - January 1990)
- Sales Manager @ (May 1980 - August 1980)
Tracy Miller Education
- University of Oklahoma
B.A. (Political Science - Pre Law)
1975-1979
Tracy Miller Skills
- Retirement Planning
- Investments
- Asset Managment
- Strategic Financial Planning
- High Net Worth Individuals
- Asset Allocation
- Wealth Management
- Equities
- Fixed Income
- Financial Modeling
- Investment Advisory
- Investment Strategies
- Financial Analysis
- Risk Management
- Investment Management
- Insurance
- Securities
- Mutual Funds
- Retirement
- Hedge Funds
- Trading
- Financial Advisory
- Series 63
- Options
- Financial Risk
- Personal Finance
- Wealth Management Services
- Financial Planning
- Strategic Planning
- Estate Planning
- Asset Management
- Alternative Investments
- Finance
- Portfolio Management
- High Net Worth
- Planning
- Insurance Consulting
- Strategic Financial
Tracy Miller Summary
- Tracy Miller, based in Oklahoma City, OK, US, is currently a Founding Partner and Wealth Manager at Credent Wealth Management. Tracy Miller brings experience from previous roles at Miller Private Wealth, Red River Advisors LLC, Portfolio Wealth Advisors and Charles Schwab. Tracy Miller holds a 1975 - 1979 B.A. in Political Science - Pre Law @ University of Oklahoma. With a robust skill set that includes Retirement Planning, Investments, Asset Managment, Strategic Financial Planning, High Net Worth Individuals and more. Tracy Miller has 1 emails and 2 mobile phone numbers on RocketReach.
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Top HEFTY WEALTH PARTNERS Employees
Tracy Miller
Founding Partner and Wealth Manager
Oklahoma City, OK, US
Angie Lockwood
Chief Operations Officer
Auburn, IN, US
Kyle Osting
General Counsel and Chief Compliance Officer
Fort Wayne, IN, US
David Hefty
Chief Executive Officer
Auburn, IN, US
Layton Ginder
Partner
Fort Wayne, IN, US
Wendy Pettis
Human Resources Director
Auburn, IN, US
Jared Herndon
Director of Platform Operations
Fort Wayne, IN, US
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