Credent Wealth Management
Tracy Ann Miller CFP® is a seasoned financial professional with extensive experience in wealth management, financial planning, and investment advisory services. Currently serving as Founding Partner and Wealth Manager at Credent Wealth Management, Tracy Ann oversees a platform focused on objectivity, diversified strategies, and ongoing education. Prior to this role, Tracy Ann founded and led Miller Private Wealth and Red River Advisors LLC, specializing in investment management and retirement planning, respectively. Co-founding Portfolio Wealth Advisors further demonstrates Tracy Ann's commitment to providing boutique-style services. A former Vice President at Charles Schwab and Brokerage Manager at John Hancock Life Insurance Company, Tracy Ann also has a significant background in financial advisory services dating back to the early 1990s. Educationally, Tracy Ann holds a B.A. in Political Science from the University of Oklahoma.
This person is not in any offices
Credent Wealth Management
1 followers
Education. Communication. Honesty. At Credent Wealth Management, our mission is to build a secure future for every client by providing guidance throughout life's most important financial events. We will accomplish this with service above and beyond client expectations through education, communication and honesty. A Registered Investment Advisor.