Melissa Miller

Melissa Miller Email and Phone Number

Owner of Miller Wealth Partners @
Melissa Miller's Location
Charlotte, North Carolina, United States, United States
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.

Melissa Miller's Current Company Details
Miller Wealth Partners

Miller Wealth Partners

Owner of Miller Wealth Partners
Melissa Miller Work Experience Details
  • Miller Wealth Partners
    Chief Executive Officer
    Miller Wealth Partners Feb 2024 - Present
  • Fulcrum Wealth Advisors, Llc
    Financial Advisor
    Fulcrum Wealth Advisors, Llc Jun 2020 - Feb 2024
  • In Tune Guitar Lessons
    Guitar Instructor
    In Tune Guitar Lessons May 2017 - Dec 2023
  • Cambridge Investment Research, Inc.
    Advertising Specialist - Compliance
    Cambridge Investment Research, Inc. Feb 2019 - Dec 2019
    Fairfield, Ia, Us
  • Fulcrum Wealth Advisors, Llc
    Junior Planner/Firm Coordinator
    Fulcrum Wealth Advisors, Llc Feb 2014 - Nov 2018
  • Rbc Capital Markets
    Business Analyst
    Rbc Capital Markets Nov 2010 - Nov 2012
    Toronto, Ontario, Ca
  • Lincoln Financial Network
    Financial Planning Intern
    Lincoln Financial Network Aug 2009 - May 2010
    Philadelphia, Pennsylvania, Us

Melissa Miller Education Details

  • University Of North Carolina At Charlotte
    University Of North Carolina At Charlotte
    Finance

Frequently Asked Questions about Melissa Miller

What company does Melissa Miller work for?

Melissa Miller works for Miller Wealth Partners

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

Melissa Miller's current role is Owner of Miller Wealth Partners.

What schools did Melissa Miller attend?

Melissa Miller attended University Of North Carolina At Charlotte.

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