Charles K. Miller
Senior Private Wealth Advisor @Valley Bank
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WORK HISTORY
Senior Private Wealth Advisor @Valley Bank
Coral Gables, FL, US
EDUCATION
Barry University
Bachelor's Degree, Finance / Professional Studies
SKILLS
ABOUT CHARLES K. MILLER
As a seasoned veteran in Private Wealth Management with over 30 years of experience, I take great pride in helping High Net Worth and Ultra High Net Worth Individuals, Families, and Businesses with all aspects of their Financial Planning, to help them achieve their financial dreams and goals. My team and I view each client\'s relationship with a holistic approach, where we go above and beyond to provide the service and advice they deserve; which may include Trust/Estate Planning, Asset Protection Planning, Retirement Planning, Investment Management, Alternative Investments, Insurance, and tax efficient investing.Additionally, we offer all types of customized financing, including: Marine, Aviation, Middle Market, Commercial Real Estate, Custom Mortgages, HELOCS, and Securities Backed Lending.Disclosure. These are the comments of this employee only, and not of Valley National Bank, its subsidiaries, or affiliates. No instructions for business transactions or which affect any client\'s accounts will be accepted through LinkedIn. Communications may be monitored and retained by Valley.All information and comments are provided for informational purposes only. See https://valley.com for further disclosures.
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