Max Miller
Financial Advisor | Strategic Planning | Wealth Strategies| Business Retirement Plans
- Role
- Financial Advisor at Edward Jones
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Max Miller
I help individuals establish peace of mind while working toward their serious long term financial goals. I accomplish this by reducing noise and providing clear instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
Experience
Financial Advisor
Dec 2015 — Present · Concord, NC, US
Help individuals achieve their financial goals by understanding their needs and implementing tailored solutions.
Education
Bob Jones University
Bachelor of Science, International Business
2006 — 2010
Skills
- 401k Options
- Customer Service
- Retirement
- Mutual Funds
- Research
- Financial Services
- Process Improvement
- Microsoft Office
- Sales
- Strategy
- Leadership
- 401k
- Retirement Planning
- Public Speaking
- Teaching
- Powerpoint
- Microsoft Excel
- Qualified Retirement Plans
- Management
- Marketing
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