Alex Miller

Private Wealth Manager

Role
Private Wealth Manager, Senior Vice President at Merrill Lynch
Location
Houston, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Alex Miller

I was born in Ohio, but as they say in Texas, I got here as fast as I could. I spent most of my life in Houston growing up and I love our city. I enjoy spending time with my wife of 15 years, Brianna, and our two children, Hayden who is 18 and Teagan who is 13. Faith and family are the most important things in my life. In our limited free time, my family and I enjoy movies, trying new restaurants, volunteering and giving back to our community, and finding new parks and outdoor spaces in Houston to explore. I am passionate about helping families and businesses plan for the BIG decisions in life. As a private wealth manager I focus my time helping families navigate the complexities of family wealth management, estate and legacy planning services, and leveraging their businesses. I partner with Merrill and Bank of America specialists to provide cutting edge wealth management strategies to my clients.*Accredited Portfolio Management Advisor™, APMA™, and the APMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.

Experience

  1. Private Wealth Manager, Senior Vice President

    Merrill Lynch

    Dec 2022 — Present

Education

  • College for Financial Planning

    Accredited Certificate Program

    2011 — 2014

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Alex Miller — Private Wealth Manager, Senior Vice President at Merrill Lynch in Houston, TX, US | Unifers