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David A. Miller, Cfp® is listed as Principal at Brown Miller Wealth Management at Brown Miller Wealth Management, based in Washington DC-Baltimore Area, United States, United States. AeroLeads shows a work email signal at brownmillerwm.com and a matched LinkedIn profile for David A. Miller, Cfp®.
David A. Miller, Cfp® previously worked as Principal at Brown Miller Wealth Management and Managing Director - Investments / Financial Advisor at Wells Fargo Advisors. David A. Miller, Cfp® holds Bachelor Of Engineering - Be, Engineering from Dartmouth College.
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Dave’s financial education started with a cautionary experience when he was right out of college. As an engineer for a tech company, he’d had tremendous success developing a phone app and benefitting from a soaring stock price on company stock options. He’d become an overnight millionaire – before losing most of the value when the tech bubble burst. He realized how much better off he would have been with the advice of a financial advisor.In his practice, Dave is dedicated to ensuring that clients know that he truly cares for them and their families, and is committed to their financial success. He enjoys educating clients about markets, investments and financial planning. From an investment perspective, he recognizes that a certain amount of risk is necessary, but counsels clients away from taking on unnecessary financial risk.A graduate of Dartmouth College, Dave holds a BA in Engineering as well as a Bachelor of Engineering from the college’s Thayer School of Engineering. He is a CERTIFIED FINANCIAL PLANNER™ professional. Dave was recognized by Forbes Magazine as a 2020 Best-in-State Financial Advisor for Washington, D.C.Since 2013, Dave has been active in fundraising for Johns Hopkins Children's Center & Pediatric Food Allergy Research. He also served as treasurer of the Dartmouth Club of Washington, DC, and is a volunteer soccer coach for his daughters’ team through the Arlington Soccer Associations. FavoritesSport(s) or other hobbies - I’m an avid fan of the Washington Nationals baseball and Washington Capitals hockey teams. I love watching professional women’s soccer matches with my daughters.Travel - I enjoy most any vacation where I can take a boat out on the water: driving a pontoon boat at Smith Mountain Lake, VA, sailing to Catalina Island with my dad, taking a kayak on the waves at Sandbridge Beach, or even a Disney cruise with my family. Being on the water can be peaceful and a great time to reflect, and it can also be very active and thrilling.Anything else you love or that gets you excited?I really enjoy cooking, primarily a good stir fry in the wok, or coming up with a new, safe recipe that allows my food allergic daughter to try a common food she’s never had before.
Listed skills include Investments, Mutual Funds, Fixed Annuities, Stocks, and 1 others.
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Mclean, VA, US
As a competent professional, global citizen, family steward and/or successful individual, you are undoubtedly busy with life. Business, career, family, home, travel probably come first. As a result, managing your complex financial life can sometimes become a headache, even a burden.Wouldn’t it be a relief to have a team of trusted professionals you could.
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David A. Miller, Cfp® works for Brown Miller Wealth Management.
David A. Miller, Cfp® is listed as Principal at Brown Miller Wealth Management at Brown Miller Wealth Management.
AeroLeads has found 1 work email signal at @brownmillerwm.com for David A. Miller, Cfp® at Brown Miller Wealth Management.
David A. Miller, Cfp® is based in Washington DC-Baltimore Area, United States, United States while working with Brown Miller Wealth Management.
David A. Miller, Cfp® has worked for Brown Miller Wealth Management, Wells Fargo Advisors, A.G. Edwards & Sons, Inc., and Microstrategy.
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David A. Miller, Cfp® holds Bachelor Of Engineering - Be, Engineering from Dartmouth College.
David A. Miller, Cfp® is listed with skills including Investments, Mutual Funds, Fixed Annuities, Stocks, and Finance.
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