Lee&Tracyportrait.jpg
Lee&Tracyportrait.jpg

Leadership


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Leadership


Lee Munson and Tracy Ann Miller formed Portfolio to fill the service void in wealth management. Simply put, the investor should realize the most wealth increase possible, while avoiding complexity.

 

Lee Munson


Lee Munson


Lee Munson, CFA, CFP ®

Lee Munson began his career on Wall Street, spending several years with Charles Schwab. He soon discovered a great need for a better model. His efforts to reform the model resulted in the formation of Portfolio in 2008. As the author of Rigged Money, Beating Wall Street At Its Own Game, Lee is a frequent financial market analyst on networks as Fox Business, CNBC, MSNBC, and Bloomberg, Lee rattles the cages of those who prefer a wealth management model less user-friendly to investors. Lee’s dedication to his clients is unparalleled. His results prove their trust is well placed.

 

Tracy Ann Miller


Tracy Ann Miller


Tracy Ann Miller CLU, ChFC, CFP ®

As CEO of Portfolio LLC, Tracy Ann Miller uses her considerable investment experience to guide investors to wealth and carefree retirement. After many years of investment management with InterSecurities and John Hancock, Tracy Ann spent over a decade with Charles Schwab before co-founding Portfolio Wealth Advisors with Lee Munson. Their goal to bring a fresh way to assist people in wealth growth and financial security makes the complexities of the investment market understandable. A few minutes with Tracy Ann and you know you are in capable hands. A few years with her, and you know you will live your life the way you have always dreamed.