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
- 2023 -now Founding Partner and Wealth Manager @
- 2018 -2023 CEO and Founder @ Miller Private Wealth
- 2009 -2023 CEO and Founder @
- 2009 -2018 CEO and CoFounder @
- 1997 -2009 VP @
- 1995 -1997 Brokerage Manager @
- 1990 -1995 Financial Advisor @ InterSecurities AEGON Insurance Group
- 1984 -1990 VP Sales Officer @ Marine Midland Bank
- 1980 -1980 Sales Manager @
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
Brian Wessley
Chief Talent Officer
Auburn, IN, US
Kyle Osting
General Counsel and Chief Compliance Officer
Fort Wayne, IN, US
Christopher Bredeson
Partner | Wealth Advisor
Plano, TX, US
David Hefty
Chief Executive Officer
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Dennis Kehoe
Wealth Manager
Portage, MI, US
Layton Ginder
Partner
Fort Wayne, IN, US
Christy Gordon
Controller
Auburn, IN, US
Alisha Norris
Senior Portfolio Manager
Auburn, IN, US
Brad Hathaway
Director of Financial Planning and Analysis
Fort Wayne, IN, US
Wendy Pettis
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Joe D'Amico
Chief Experience Officer
Texas, United States
Jared Herndon
Director of Platform Operations
Fort Wayne, IN, US
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