Years of Experience
5-20+ Years
Tucson, AZ
26 Years Experience
1 Disclosures
ADVISOR BIO
Traci Lynn Marchi is a financial advisor with Morgan Stanley. Traci has been in the financial services industry since 1999. Traci holds a Series 3, 7, 10, 63, and 65 license. Traci is registered to provide securities and investment advice in 53 states. Traci has previously worked at Citigroup Global Markets Inc. and UBS Financial Services Inc. Traci is based out of Tucson, AZ and is associated with the branch office of Morgan Stanley located at 7175 North Pima Canyon Drive, Tucson, AZ.
SPECIALIZATIONS
TUCSON, AZ
35 Years Experience
0 Disclosures
ADVISOR BIO
Tracy McNamara is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Tracy has been in the financial services industry since 1990. Tracy is licensed to provide investment advisory services in Arizona, California, Texas and other states. Tracy is also registered as a general securities representative and holds Series 7, 63 and 65 securities licenses. Tracy specializes in providing portfolio management for individuals and businesses.
SPECIALIZATIONS
TUCSON, AZ
37 Years Experience
6 Disclosures
ADVISOR BIO
Travis Kent Dillard is a financial advisor with over 30 years of experience in the industry. Travis currently works with Wells Fargo Clearing Services, LLC and is registered in 31 states. Travis has previously held positions with firms such as Morgan Stanley and Citigroup Global Markets Inc. Travis specializes in providing investment advice to individuals and businesses. Travis holds the Series 7, Series 3, Series 63 and Series 65 licenses, as well as the SIE certification.
SPECIALIZATIONS
TUCSON, AZ
0 Disclosures
ADVISOR BIO
Troy Dillon Chrane is a Certified Financial Plannerâ„¢ professional and an Investment Advisor Representative at TCI Wealth Advisors, Inc. Troy is licensed to provide investment advisory services in Arizona and Texas. Troy has been in the financial services industry for over 5 years. Troy's experience in the industry includes working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Troy specializes in providing financial planning services, pension consulting, selection of other advisors, and portfolio management services. He has a strong commitment to providing personalized financial advice to help clients reach their financial goals.
SPECIALIZATIONS
TUCSON, AZ
9 Years Experience
0 Disclosures
ADVISOR BIO
Tuong-vy Moats is an investment advisor representative registered with J.P. Morgan Securities LLC in Tucson, Arizona. Tuong-vy has been in the industry since 2016 and has held previous positions with BBVA Securities Inc. and BBVA USA. Tuong-vy has a strong background in financial planning and portfolio management for both individuals and businesses. Tuong-vy is also registered as an investment advisor representative in Arizona.
SPECIALIZATIONS
Tucson, AZ
5 Years Experience
0 Disclosures
ADVISOR BIO
Tyler Samko is a financial advisor with Private Advisor Group, LLC in Tucson, Arizona. Tyler has been in the financial services industry since December 2019. Tyler holds the Series 7, Series 66, and SIE licenses. Tyler specializes in providing financial advice to individuals, families, and businesses. Tyler is committed to helping clients reach their financial goals.
SPECIALIZATIONS
TUCSON, AZ
1 Years Experience
0 Disclosures
ADVISOR BIO
Valorie Bianculli is a financial professional with J.P. Morgan Securities LLC, registered in Arizona. Valorie Bianculli has been in the industry since March 2024 and has passed the Series 63, Series 6TO, and SIE exams.
SPECIALIZATIONS
TUCSON, AZ
37 Years Experience
1 Disclosures
ADVISOR BIO
Vance Leonard Falbaum is an investment advisor representative with RBC Capital Markets, LLC. Vance has been in the securities industry since May 16, 1988. Vance holds the following securities licenses: Series 7, Series 8, Series 9, Series 10, Series 31, and Series 63. Vance also holds the Series 65 Investment Adviser license. Vance has been registered with RBC Capital Markets, LLC since March 2008. Vance is also registered with the state of Arizona as an investment advisor representative. Prior to joining RBC Capital Markets, LLC, Vance was employed by DAIN RAUSCHER INCORPORATED and RAUSCHER PIERCE REFSNES, INC. Vance is currently registered in multiple states for both securities and investment advisory services.
SPECIALIZATIONS
TUCSON, AZ
2 Years Experience
0 Disclosures
ADVISOR BIO
Vicente Vargas is a financial advisor in Tucson, AZ. Vicente is registered with Avantax Advisory Services and has been in the industry for over 10 years. Vicente holds a Series 66, Series 7TO, and SIE licenses. Vicente specializes in providing financial planning and investment advisory services to both individuals and businesses. Vicente is also a tax manager for a public accounting firm, giving Vicente a unique understanding of the tax implications of investment decisions.
SPECIALIZATIONS
Tucson, AZ
9 Years Experience
0 Disclosures
ADVISOR BIO
Vicki Adams is a financial advisor with Morgan Stanley. Vicki is a registered representative in the state of Arizona and Texas. Vicki has worked in the financial services industry since 2015. Prior to joining Morgan Stanley, Vicki was a financial advisor at WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC. Vicki specializes in providing financial advice to high net worth individuals, investment companies, charitable organizations, insurance companies, and other institutional clients.
SPECIALIZATIONS