Chief Executive Officer
Current
Miller Wealth Partners
Feb 2024 - Present
AeroLeads people directory · profile
Melissa Miller Email & Phone Number
Owner of Miller Wealth Partners
at
Miller Wealth Partners
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Miller Wealth Partners
Role
Owner of Miller Wealth Partners
Location
Charlotte, North Carolina, United States
Who is Melissa Miller? Overview
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Quick answer
Melissa Miller is listed as Owner of Miller Wealth Partners at Miller Wealth Partners, based in Charlotte, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Melissa Miller.
Melissa Miller previously worked as Chief Executive Officer at Miller Wealth Partners and Financial Advisor at Fulcrum Wealth Advisors, Llc. Melissa Miller holds Bachelor'S Degree, Finance from University Of North Carolina At Charlotte.
Profile bio
About Melissa Miller
I pursued my education at the University of North Carolina at Charlotte and graduated Magna Cum Laude with a degree in Finance in 2010. I have over 10 years of experience in the financial planning industry. I consider myself fortunate because from the beginning I was exposed to senior advisors working on advanced planning cases. I have always been directly involved in client cases. My journey began as an Intern, and then I moved onto a Firm Coordinator position, from there advanced to a Junior Planner, and am currently a Financial Advisor and the owner of Miller Wealth Partners. I believe my experience is something that sets me apart from other advisors because I’ve held multiple roles within my industry. I really enjoy helping others and bringing financial clarity to individuals and businesses. Blueprint Financial Advisors is a SEC registered investment advisor. IMPORTANT DISCLAIMER: The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services.
Current workplace
Melissa Miller's current company
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Miller Wealth Partners
7 roles
Melissa Miller work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Fulcrum Wealth Advisors, Llc
Jun 2020 - Feb 2024
Guitar Instructor
In Tune Guitar Lessons
May 2017 - Dec 2023
Advertising Specialist - Compliance
Feb 2019 - Dec 2019
Junior Planner/Firm Coordinator
Fulcrum Wealth Advisors, Llc
Feb 2014 - Nov 2018
Business Analyst
Nov 2010 - Nov 2012
Financial Planning Intern
Aug 2009 - May 2010
1 education record
Melissa Miller education
-
University Of North Carolina At Charlotte
FAQ
Frequently asked questions about Melissa Miller
Quick answers generated from the profile data available on this page.
What company does Melissa Miller work for?
Melissa Miller works for Miller Wealth Partners.
What is Melissa Miller's role at Miller Wealth Partners?
Melissa Miller is listed as Owner of Miller Wealth Partners at Miller Wealth Partners.
Where is Melissa Miller based?
Melissa Miller is based in Charlotte, North Carolina, United States while working with Miller Wealth Partners.
What companies has Melissa Miller worked for?
Melissa Miller has worked for Miller Wealth Partners, Fulcrum Wealth Advisors, Llc, In Tune Guitar Lessons, Cambridge Investment Research, Inc., and Rbc Capital Markets.
How can I contact Melissa Miller?
You can use AeroLeads to view verified contact signals for Melissa Miller at Miller Wealth Partners, including work email, phone, and LinkedIn data when available.
What schools did Melissa Miller attend?
Melissa Miller holds Bachelor'S Degree, Finance from University Of North Carolina At Charlotte.
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