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.
Miller Wealth Partners
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Chief Executive OfficerMiller Wealth Partners Feb 2024 - Present
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Financial AdvisorFulcrum Wealth Advisors, Llc Jun 2020 - Feb 2024
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Guitar InstructorIn Tune Guitar Lessons May 2017 - Dec 2023
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Advertising Specialist - ComplianceCambridge Investment Research, Inc. Feb 2019 - Dec 2019Fairfield, Ia, Us -
Junior Planner/Firm CoordinatorFulcrum Wealth Advisors, Llc Feb 2014 - Nov 2018
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Business AnalystRbc Capital Markets Nov 2010 - Nov 2012Toronto, Ontario, Ca -
Financial Planning InternLincoln Financial Network Aug 2009 - May 2010Philadelphia, Pennsylvania, Us
Melissa Miller Education Details
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University Of North Carolina At CharlotteFinance
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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