David L. Miller

David L. Miller Email and Phone Number

Senior Wealth Manager at Surepath Financial Services, LLC @ Surepath Financial Services, LLC
David L. Miller's Location
Peachtree Corners, Georgia, United States, United States
David L. Miller's Contact Details

David L. Miller work email

David L. Miller personal email

n/a
About David L. Miller

Investing can be complex, but it doesn’t need to be.What I do: I help busy professionals and families achieve their financial goals while living life to the fullest.How I do it: I will partner with you to understand your goals, dreams, and commitments to design and execute a plan that best meets your needs and tolerance for risk. I enjoy explaining complex financial topics in easy-to-understand language and take time to ensure you are comfortable with this information.How to Contact me: As your personal representative, I will always be available to you, and I am committed to making sure that never changes. David L. Miller, MBASenior Wealth Advisor5425 Peachtree Parkway NWSuite 148Peachtree Corners, GA 30092Direct: 678-361-9002 Office: 678-214-2332 Email: dmiller@surepathfs.comWebsite: https://surepathfs.com

David L. Miller's Current Company Details
Surepath Financial Services, LLC

Surepath Financial Services, Llc

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Senior Wealth Manager at Surepath Financial Services, LLC
Website:
surepathfs.com
Employees:
5
David L. Miller Work Experience Details
  • Surepath Financial Services, Llc
    Senior Wealth Manager
    Surepath Financial Services, Llc Apr 2021 - Present
    Peachtree Corners
    View
  • Wells Fargo Advisors
    Financial Advisor, Vice President – Investments
    Wells Fargo Advisors 2001 - Apr 2021
    Lead a complex wealth management team, working with affluent individuals and organizations to address their financial needs: investment, taxation, estate and wealth transfer, insurance, fiduciary, Trust and Legal.
    View
  • H&R Block Financial Advisors
    Licensed Financial Representative & General Securities Sales Supervisor
    H&R Block Financial Advisors 1995 - 2001
    Responsible for managing over client assets as well as intermittent training, mentoring and supervision of newly licensed sales representatives.

David L. Miller Education Details

Frequently Asked Questions about David L. Miller

What company does David L. Miller work for?

David L. Miller works for Surepath Financial Services, Llc

What is David L. Miller's role at the current company?

David L. Miller's current role is Senior Wealth Manager at Surepath Financial Services, LLC.

What is David L. Miller's email address?

David L. Miller's email address is dm****@****hfs.com

What schools did David L. Miller attend?

David L. Miller attended Berry College - Campbell School Of Business, University Of West Georgia.

Who are David L. Miller's colleagues?

David L. Miller's colleagues are Ken O'leary. Cfp, Cka, Aams.

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