Michael Miller
Director of Operations, Houston at TFO Wealth Partners
- Role
- Partner at Miller Grossbard Advisors, Llp
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Michael Miller
Michael is an Investment Advisor Representative (IAR) with TFO Wealth Partners and licensed as a General Lines Agent for life, accident, health & HMO insurance sales.Specialties: Wealth Advisory with evidence-based globally-diversified, passively-structured portfolios, Risk Management, Tax Minimization Strategies.Michael joined the TFO Wealth Partners in September 2008 after spending 5 years in the oil & gas industry. His time in the O&G industry reaffirmed his passion for delivering \'best in class\' service, every time, all the time. Michael focuses on operational aspects of the business, bridging technology and other services to assist the team in delivering exceptional products and services to all of our clients.
Experience
Partner
Miller Grossbard Advisors, Llp
Jan 2023 — Present
Education
Texas McCombs School of Business
Bachelor of Business Administration (B.B.A.), Finance, General
1999 — 2003
Texas McCombs School of Business
Bachelors of Business Administration, Finance
1999 — 2003
Skills
- Investments
- Retirement Planning
- Disability Insurance
- Retirement
- Strategic Financial Planning
- Tax
- Financial Advisory
- High Net Worth Individuals
- Fixed Income
- Series 63
- Long Term Care Insurance
- Mutual Funds
- Asset Allocation
- Risk Management
- Financial Services
- Life Insurance
- Finance
- Wealth Management
- Financial Modeling
- Due Diligence
- Fixed Annuities
- Financial Reporting
- Financial Planners
- Investment Advisory
- Investment Strategies
- Alternative Investments
- Equities
- Financial Risk
- Asset Management
- Securities
- Estate Planning
- Mergers & Acquisitions
- 401k
- Wealth Accumulation
- Series 7
- Insurance
- Options
- Investment Management
- Financial Planning
- Portfolio Management
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