Tammy Miller

Tammy Miller Email and Phone Number

I help people plan for and to achieve their most important goals for their financial lives, family legacy and philanthropic legacy to the community. @ ALDARRA FOUNDATION
Tammy Miller's Location
Seattle, Washington, United States, United States
Tammy Miller's Contact Details

Tammy Miller personal email

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About Tammy Miller

Tammy has worked to help families and foundations achieve their goals for more than 30 years. She believes it is essential to understand goals and values in order to create a meaningful strategic plan, that involves collaborative, trusted partnerships for successful implementation. She has the skill set and knowledge required to weave together what is valued by each individual to guide them towards making informed financial and legacy decisions.Tammy earned a Bachelor of Arts degree- with a dual major in Finance & Management Information Systems from Eastern Washington University, Cum Laude. She has earned the following professional designations: Certified Financial Planner™ (CFP®), Certified Trust Financial Advisor (CTFA), Chartered Advisor in Philanthropy (CAP®) and 21/64 Certified Facilitator in multi-generation philanthropy. Tammy’s community involvement includes both nonprofit and industry associations: Board of Trustee Member for Herbert B. Jones Foundation and Humanities Washington, Seattle Children's Museum, Advisory Board Member for Seattle Foundation; Member of Seattle Estate Planning Council and Seattle Philanthropic Advisors Network; World Affairs Council Fellow 2019 – 2020 Cohort.

Tammy Miller's Current Company Details
ALDARRA FOUNDATION

Aldarra Foundation

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I help people plan for and to achieve their most important goals for their financial lives, family legacy and philanthropic legacy to the community.
Tammy Miller Work Experience Details
  • Aldarra Foundation
    Executive Director
    Aldarra Foundation Oct 2020 - Present
    Seattle, Washington, United States
  • Wells Fargo Private Bank
    Senior Vice President And Wealth Advisor
    Wells Fargo Private Bank Jun 2018 - Sep 2020
  • Wells Fargo Private Bank
    Senior Vice President - Senior Fiduciary And Philanthropic Specialist
    Wells Fargo Private Bank May 2007 - Jun 2018
    Seattle, Wa
  • Bank Of America Private Bank
    Vice President
    Bank Of America Private Bank 2005 - 2007
    Seattle, Wa
  • Ast Trust Company  (Wilmington Trust)
    Senior Vice President
    Ast Trust Company (Wilmington Trust) 2004 - 2005
    Seattle, Wa
  • Bank Of America Private Bank
    Senior Vice President
    Bank Of America Private Bank 2002 - 2004
    Seattle, Wa
  • Merrill Lynch Trust Company
    Vice President
    Merrill Lynch Trust Company 1999 - 2002
    Seattle, Wa
  • Seafirst Private Bank (Bank Of America)
    Vice President
    Seafirst Private Bank (Bank Of America) 1997 - 1999
    Seattle, Wa
  • Safeco Life Insurance Company, Retirement Services Group
    Manager
    Safeco Life Insurance Company, Retirement Services Group Sep 1993 - Oct 1997
  • Safeco Life Insurance Company, Retirement Services Group
    Information Systems Project Manager
    Safeco Life Insurance Company, Retirement Services Group Sep 1989 - Sep 1993

Tammy Miller Skills

Wealth Management Portfolio Management Estate Planning Asset Management Finance Management Banking Financial Analysis Financial Planning Asset Allocation Strategic Planning Retirement Planning High Net Worth Individuals Wealth Management Services Philanthropic Planning Strategies Wealth Management Strategies Relationship Management Investment Planning Strategies Multigenerational Wealth Transfer Trust Services

Tammy Miller Education Details

Frequently Asked Questions about Tammy Miller

What company does Tammy Miller work for?

Tammy Miller works for Aldarra Foundation

What is Tammy Miller's role at the current company?

Tammy Miller's current role is I help people plan for and to achieve their most important goals for their financial lives, family legacy and philanthropic legacy to the community..

What is Tammy Miller's email address?

Tammy Miller's email address is ta****@****rgo.com

What schools did Tammy Miller attend?

Tammy Miller attended Eastern Washington University.

What skills is Tammy Miller known for?

Tammy Miller has skills like Wealth Management, Portfolio Management, Estate Planning, Asset Management, Finance, Management, Banking, Financial Analysis, Financial Planning, Asset Allocation, Strategic Planning, Retirement Planning.

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