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@millerwealthadvisors.com
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Bill Miller is listed as Founder - Miller Wealth Advisors - Financial & Estate Planning at Miller Wealth Advisors, LLC, a with 2 employees, based in Boca Raton, Florida, United States. AeroLeads shows a work email signal at millerwealthadvisors.com and a matched LinkedIn profile for Bill Miller.
Bill Miller previously worked as Managing Partner at Miller Wealth Advisors, Llc and Registered Representative at John Hancock Financial Services. Bill Miller holds Bachelor Of Arts, Psychology from Brandeis University.
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An independent financial planner with 35 years of experience in the financial services industry. Founder and Managing Partner of Miller Wealth Advisors, LLC, a planning firm that develops and implements comprehensive financial plans for families and business owners. Keen understanding of how life insurance can be effectively structured to meet the retirement and estate planning needs of the mass affluent. Member Firm of ValMark Financial Group for the past 16 years.Professional credentials include Certified Financial Planner® (CFP®) practitioner, Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Accredited Estate Planner® (AEP®). Bachelor of Arts degree in Psychology from Brandeis University in 1987. Current member of the Financial Planning Association, Greater Boca Raton Estate Planning Council (Director) and Boca Raton Chamber of Commerce. Lectured on various financial planning and life insurance topics to organizations as the Society of Financial Services Professionals, Florida Institute of CPAs, Valmark Financial Group and Greater Boca Raton Chamber of Commerce.Securities offered through ValMark Securities, Inc. Member FINRA, SIPC • Investment Advisory Services offered through ValMark Advisers, Inc., a SEC Registered Investment Advisor • 130 Springside Drive • Suite 300 • Akron, Ohio 44333 2431 •1-800-765-5201Miller Wealth Advisors, LLC is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.Third Party posts do not reflect the views of ValMark Securities, Inc., or ValMark Advisers, Inc. and have not been approved by them prior to posting.Specialties: Life Insurance; Estate Planning; Financial Planning; Retirement Income Planning; Asset Protection Planning
Listed skills include Finance, Management, Financial Planners, Series 7, and 14 others.
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Boca Raton
Cultivating new client relationships, crafting financial plans, identifying innovative insurance and investment opportunities, and continually creating new and improved processes to better serve the changing needs of our clients.
As a life insurance agent for John Hancock during this period, I identified unmet needs in the areas of insurance, estate, buisness and retirement planning for families and businesses.
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Bill Miller works for Miller Wealth Advisors, LLC.
Bill Miller is listed as Founder - Miller Wealth Advisors - Financial & Estate Planning at Miller Wealth Advisors, LLC.
AeroLeads has found 2 work email signals at @millerwealthadvisors.com for Bill Miller at Miller Wealth Advisors, LLC.
Bill Miller is based in Boca Raton, Florida, United States while working with Miller Wealth Advisors, LLC.
Bill Miller has worked for Miller Wealth Advisors, Llc and John Hancock Financial Services.
Bill Miller's colleagues at Miller Wealth Advisors, LLC include Jennifer Power.
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Bill Miller holds Bachelor Of Arts, Psychology from Brandeis University.
Bill Miller is listed with skills including Finance, Management, Financial Planners, Series 7, Iras, Mutual Funds, Investment Advisory, and Investments.
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