Traci Miller
Senior Managing Partner
Traci Miller is Senior Managing Partner of Miller Investment Strategies. She began her career in the financial services industry in 2003 with Edward Jones Investments.
In November, 2011, Traci made the decision to start her own company, Miller Investment Strategies, to pursue a more independent strategy for working with her clients' long term goals utilizing a more consultative approach. She has a conservative money management style and a strong work ethic, and is passionate about helping client's pursue their financial goals through retirement planning, estate planning, and generational wealth transfer.
Traci currently holds the FINRA Series 7 (General Securities Representative), Series 66 (Investment Advisor Representative), and Series 24 (General Securities Principal) registrations*.
She is certified as an Accredited Asset Management Specialist and has insurance license for life, health and disability.
She has lived in Morristown, Tennessee since 1995 and enjoys being on the lake. She has been married to Don Miller since 1980 and they have two children.
* Held with LPL Financial