Alex White
Investment Advisor Representative @Miller Financial Services
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WORK HISTORY
Investment Advisor Representative @Miller Financial Services
Marshall, MI, US
Help individuals and families meet their financial goals
EDUCATION
Universidad Latina de Costa Rica
Study Abroad, Health Care in Latin America
Kalamazoo College
Bachelor of Arts (B.A.), Business and Psychology
The University of Georgia
Master of Science - MS, Finance
SKILLS
ABOUT ALEX WHITE
My goal is to maximize client wealth while providing fee transparency, ethics and fiduciary oversight. Working with an advisor at a private Registered Investment Advisor (RIA) like Miller Financial can help assure your best interests are always put first. Miller Financial Services is a Registered Investment Advisor (RIA) that offers fee-based financial advice. As a RIA, Miller Financial Services has a fiduciary duty to its clients. We embrace our role as a fiduciary, a responsibility that means we must always act in the client’s best interest. As a fiduciary we are different from traditional personal financial advisors who are brokers. It is a distinction that we are proud of. At Miller Financial we offer an array of different services: Financial Planning • Retirement Planning • Tax Planning • 401(k) Planning • 403(b) Planning • College Planning • Estate Planning Investments • Certificates of Deposit • Municipal Bonds • Government Bonds • Common and Preferred Stock • Simple and SEP IRAs • Traditional and Roth IRAs • Mutual Funds and ETF’s Insurance • Life Insurance • Health Insurance • Disability Insurance • Long-Term Care Insurance Business Services • Health Insurance • Dental and Vision Insurance • Life and Disability Insurance • 401(k) and Profit Sharing Plans • Buy/Sell Agreements I would love to help in any way possible or answer any questions you might have. Please feel free to give me a call anytime at 12•••••••29.
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