Jeffrey Miller
Executive Director | Senior Portfolio Management Director | Financial Advisor at Morgan Stanley
- Role
- Executive Director Senior Portfolio Management Director Financial Advisor at Morgan Stanley at Morgan Stanley
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Jeffrey Miller
You built your wealth, we are here to help you manage it. The story of The Miller…
Experience
Executive Director Senior Portfolio Management Director Financial Advisor at Morgan Stanley
Apr 2007 — Present
At The Miller Group, we believe in recognizing a familiar face. We limit the number of clients that we work with, so that our clients are more than just an account number. Our primary concern is that you reach your financial goals with comfort and ease. Your investment experience matters to us. In fact, your experience is how we measure our success.Services Include:•Wealth Management•Financial Planning•Retirement Planning•Estate Planning Strategies•Philanthropic Services•Professional Portfolio Management•401(k) Rollovers•Planning for Education Funding•Sustainable Investing•Exchange Traded Funds•Life InsuranceDisclosures: ©2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC\'s licensed insurance agency affiliates.The investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor\'s individual circumstances and objectives.Asset allocation does not guarantee a profit or protect against a loss in a declining financial market.NMLS# 12•••71
Education
Southern Methodist University - Cox School of Business
BBA, Finance
2001 — 2005
Skills
- Finance
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