Sutton C. Miller
- Role
- Associate Vice President, Financial Advisor at Morgan Stanley
- Location
- Greensboro, NC, US
- LinkedIn followers
- 500 followers
About Sutton C. Miller
The Miller Group at Morgan Stanley serves our clients who are high, ultra-high net worth…
Experience
Associate Vice President, Financial Advisor
Nov 2019 — Present
Successful families and individuals work together with myself to: Discuss and establish their most important life goals and put into effect a comprehensive financial plan which involves quarterly monitoring and review by myself and the client, in an effort to help ensure the clients goals remain “on track”. Integrate and lay the foundation for a complete digital cash management and investment relationship where the client has the ability to: manage their accounts, deposit checks, transfer balances, contact our team, e-authorize transactions, monitor their portfolio, and have a total wealth view across all of their accounts, on the Morgan Stanley online platform and app for IOS and Android. Utilize Morgan Stanley’s Portfolio Risk Platform to provide a complete risk market analysis on both external and internal security holdings. Make informed decisions about their legacy financial situation involving individuals and their families. ©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: Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services. Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates. NMLS#: 18•••55
Education
University of Mississippi
Bachelor of Arts (B.A.)
2014
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