Tracie McMillion CFA's Blog

Asset Allocation Strategist

Tracie McMillion is a Vice President and Asset Allocation Strategist for Wells Fargo Wealth Management. Tracie contributes to the research, development, and communication of the global investment strategy and serves on the Wealth Brokerage and Retirement Investment Strategy Council. She writes economic and market commentary and analysis for the Private Bank. Tracie has been quoted by the Wall Street Journal, Barrons, CNBC and other financial media.

Ms. McMillion has more than 18 years’ experience in financial services. Earlier in her career, she served as a lead portfolio manager for Evergreen Private Asset Management, managing assets for high net worth clients and philanthropic organizations.

Ms. McMillion earned her Bachelor of Arts degree in Economics and her MBA from the College of William and Mary in Virginia. She was awarded the Chartered Financial Analyst® designation in 2000 and is a member of the CFA® North Carolina Society.

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