Tracie McMillion, CFA
Head of Global Asset Allocation Strategy
Wells Fargo Investment Institute
Wells Fargo & Company
Tracie McMillion is the Head of Global Asset Allocation Strategy for Wells Fargo Investment Institute, (WFII), a subsidiary of Wells Fargo Bank, N.A., which is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed financially. WFII serves Wealth & Investment Management (WIM). WIM is a division within Wells Fargo & Company.
In her current role, Tracie leads a team that develops capital market assumptions and asset allocation recommendations. She also develops and communicates market strategy. She is frequently quoted in the national media, including The Wall Street Journal, Reuters, Bloomberg Television, and CNBC.
Prior to her current role, she served as an asset allocation strategist and a senior investment research analyst for Wells Fargo and predecessor firms. Earlier in her career, she managed assets for high-net-worth clients and philanthropic organizations.
Tracie earned a B.A. in economics and an M.B.A. from the College of William and Mary in Virginia. She is a CFA® charterholder and member of the CFA North Carolina Society. Tracie is located in Winston-Salem, North Carolina.
Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.
Wells Fargo Wealth & Investment Management (WIM) is a division within Wells Fargo & Company. WIM provides financial products and services through various bank and brokerage affiliates of Wells Fargo & Company. Brokerage products and services offered through Wells Fargo Clearing Services, LLC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Bank products are offered through Wells Fargo Bank, N.A.
The Private Bank is an experience level for qualifying clients of WIM. Bank products and services are available through Wells Fargo Bank, N.A., Member FDIC.
Wells Fargo Advisors is registered with the U.S. Securities and Exchange Commission and the Financial Industry Regulatory Authority, but is not licensed or registered with any financial services regulatory authority outside of the U.S. Non-U.S. residents who maintain U.S.-based financial services account(s) with Wells Fargo Advisors may not be afforded certain protections conferred by legislation and regulations in their country of residence in respect of any investments, investment transactions or communications made with Wells Fargo Advisors.
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.