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Traci Mitchell

Financial Advisor, Senior Vice President - Wealth Management, Family Wealth Advisor

Traci Mitchell is a Senior Vice President and Financial Advisor in Wealth Management at Morgan Stanley, where they have been serving since 2006. Prior to this, Traci held positions as a Wealth Advisory Executive at Merrill Lynch and Deutsche Bank, and as a Wealth Advisory Associate at Lincoln Financial Group. Traci earned a Bachelor of Science degree in Marketing from Ithaca College and furthered their education by obtaining the CERTIFIED FINANCIAL PLANNER™ designation and the IMCA® - Certified Private Wealth Advisor® certification. Traci is dedicated to providing comprehensive wealth management strategies.

Location

Washington, United States

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