Michael Miller

Partner @Miller Grossbard Advisors, Llp

Houston, TX, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2023 — Present

Partner @Miller Grossbard Advisors, Llp

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EDUCATION

1999 — 2003

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

SKILLS

InvestmentsRetirement PlanningDisability InsuranceRetirementStrategic Financial PlanningTaxFinancial AdvisoryHigh Net Worth IndividualsFixed IncomeSeries 63Long Term Care InsuranceMutual FundsAsset AllocationRisk ManagementFinancial ServicesLife InsuranceFinanceWealth ManagementFinancial ModelingDue DiligenceFixed AnnuitiesFinancial ReportingFinancial PlannersInvestment AdvisoryInvestment StrategiesAlternative InvestmentsEquitiesFinancial RiskAsset ManagementSecuritiesEstate PlanningMergers & Acquisitions401kWealth AccumulationSeries 7InsuranceOptionsInvestment ManagementFinancial PlanningPortfolio Management

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.

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