Melanie Miller

Associate Financial Planner, CFP® Candidate

Role
Associate Financial Planner at Briaud Financial Advisors
Location
Breckenridge, CO, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Melanie Miller

Analytical and detail-oriented, I am eager to use my technical and communication skills…

Experience

  1. Associate Financial Planner

    Briaud Financial Advisors

    Aug 2025 — Present · College Station, TX, US

    Assist with the development and implementation of financial plans- Develop retirement and tax projections, estimates, risk management analyses, and estate plans with subsequent recommendations- Aid in account establishment, money movement, and other client requests- Support Financial Planners through research unique to each client

Education

  • Financial Planning Program Texas A&M University

    Minor, Financial Planning

  • El Dorado High School

    High School Diploma, High School/Secondary Diplomas and Certificates

  • Texas A&M University

    Bachelor of Science - BS, Economics

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Melanie Miller — Associate Financial Planner at Briaud Financial Advisors in Breckenridge, CO, US | Unifers