David Miller, Aif®

David Miller, Aif® Email and Phone Number

Managing Partner @ Auctus Advisors
Charlotte, NC, US
David Miller, Aif®'s Location
Charlotte, North Carolina, United States, United States
David Miller, Aif®'s Contact Details

David Miller, Aif® personal email

n/a

David Miller, Aif® phone numbers

About David Miller, Aif®

As the founder and Managing Partner of Auctus Advisors LLC, Mr. Miller maintains overall responsibility for all client outcomes.Mr. Miller began his career as an analyst with an investment management firm in Washington DC where he researched and analyzed portfolio holdings. In 2005, he joined Northwestern Mutual and a d/b/a of the firm, Powell Financial, that he later helped take private in 2007. He spent 9 years as a partner at Powell Financial where he oversaw the firm’s planning and investment process. In 2015, he became Managing Director of MBL Advisors, where he led the family office wealth management practice. In 2018, based on the desire to be a fee-only investment firm, Mr. Miller founded Auctus Advisors and amicably spun out his wealth management practice, retaining key members of his team.Mr. Miller earned his B.A. degree from Pfeiffer University; attending on a 4 year soccer scholarship. He then earned his M.B.A in Finance from East Carolina’s College of Business. Mr. Miller also holds the Accredited Investment Fiduciary designation issued by the Center of Fiduciary Studies, as well as his Series 65 and Life, Health and Long Term Care licenseCredentials and Honors:Board of Trustees, Finance Committee-- Pfeiffer University (2018- Present)Board Of Governor’s, Chair of Finance Committee-- Charlotte City Club (2018-2020)Advisors with Heart-- Wealthmanagement.com (2014)Forty under 40-- Charlotte Business Journal (2015)Presidential Merit Award-- Pfeiffer University (2015)Forbes Top Next-Gen Wealth Advisors (2018)Forbes Next-Gen Best-in-State Wealth Advisors (2019)Forbes Top Next-Gen Wealth Advisors (2020)Forbes Top Next-Gen Wealth Advisors (2021)Forbes Best-in-State Wealth Advisors (2021)Forbes Best-in-State Wealth Advisors (2022)Forbes Best-in-State Wealth Advisors (2023)Forbes Best-in-State Wealth Advisors (2024)Natixis Advisor Council (2024)

David Miller, Aif®'s Current Company Details
Auctus Advisors

Auctus Advisors

View
Managing Partner
Charlotte, NC, US
David Miller, Aif® Work Experience Details
  • Auctus Advisors
    Managing Partner
    Auctus Advisors
    Charlotte, Nc, Us
  • Auctus Advisors
    Managing Partner
    Auctus Advisors Jan 2018 - Present
    Charlotte, North Carolina, Us
    Auctus Advisors runs a Family Office process for affluent clients. The firm has a highly sophisticated process in managing exceptional wealth. www.auctusadvisors.comViews expressed are my own.
  • Mbl Advisors Inc., A Mccoll Bros. Lockwood Company
    Managing Director, Wealth Management
    Mbl Advisors Inc., A Mccoll Bros. Lockwood Company Jan 2016 - Dec 2017
    Charlotte, North Carolina, Us
    MBL, the initials for McColl Brothers Lockwood was established by Hugh L. McColl, Jr after he retired as Chairman and CEO of Bank of America as the family office for the McColl and Lockwood families. The firm has a long history that predates the MBL Advisors name. Originally incorporated in 1985, the firm began as a boutique regional insurance advisory firm, focused on providing sophisticated insurance solutions to its high net worth clients.https://mbl-advisors.com/about-us/
  • Powell Wealth
    Partner
    Powell Wealth Jan 2005 - Jan 2016
    Cornelius, Nc, Us
    Wealth Management firm specializing in high net worth executives, entrepreneurs, and professional athletes.
  • Northwestern Mutual
    Wealth Management Advisor
    Northwestern Mutual Jan 2005 - Dec 2007
    Milwaukee, Wi, Us
    Northwestern Mutual has been helping families and businesses achieve financial security for 161 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to spend life living.
  • Lpl Financial
    Investment Analyst
    Lpl Financial Apr 2004 - Dec 2004
    San Diego, Ca, Us

David Miller, Aif® Skills

Strategic Financial Planning Wealth Management Investments Investment Advisory Finance Portfolio Management Investment Strategies Insurance Personal Financial Planning Business Valuation Business Strategy Retirement Planning Estate Planning New Business Development Investment Management Strategic Planning Financial Analysis Valuation Financial Services Asset Management Public Speaking Financial Planning

David Miller, Aif® Education Details

  • East Carolina University
    East Carolina University
    Finance
  • Pfeiffer University
    Pfeiffer University
    Ba

Frequently Asked Questions about David Miller, Aif®

What company does David Miller, Aif® work for?

David Miller, Aif® works for Auctus Advisors

What is David Miller, Aif®'s role at the current company?

David Miller, Aif®'s current role is Managing Partner.

What is David Miller, Aif®'s email address?

David Miller, Aif®'s email address is da****@****ors.com

What is David Miller, Aif®'s direct phone number?

David Miller, Aif®'s direct phone number is +170443*****

What schools did David Miller, Aif® attend?

David Miller, Aif® attended East Carolina University, Pfeiffer University.

What are some of David Miller, Aif®'s interests?

David Miller, Aif® has interest in Children.

What skills is David Miller, Aif® known for?

David Miller, Aif® has skills like Strategic Financial Planning, Wealth Management, Investments, Investment Advisory, Finance, Portfolio Management, Investment Strategies, Insurance, Personal Financial Planning, Business Valuation, Business Strategy, Retirement Planning.

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