I joined Edward Jones in 2007 as a financial advisor soon after graduating from the University of Virginia. I opened my office in Haymarket in June 2008. My senior branch office administrator, Brenda Keating, joined the office in 2012. I am very proud to have recently been named to the Next-Gen Best-in-State Wealth Advisors 2022 by Forbes and SHOOK Research
(Source: Forbes.com, 8/3/2022; SHOOK Research data as of 3/31/2022).
I have earned the CFP® and AAMS™ professional certifications, while also holding the following registrations and licenses: Series 7, Series 66, life, health, long-term care and annuities. In addition to my role as a financial advisor, I often train and host new financial advisors in my office.
Community involvement is very important to me. I am the president of Bull Run Networking, a local business organization, and I sat on the board of the Mental Health Association of Fauquier County from 2016 to 2022. In addition to these roles, I enjoy coaching high school soccer at Highland School. I have been lucky enough to coach some very talented teams that have won seven state titles.
I married my wife, Blair, in May 2015. Our daughter, Blakely, was born in March 2016. Our son, Landon, was born in February 2018. We reside in nearby Warrenton, VA, where I grew up. My parents, sister and extended family all live in the area.
Providing an ideal client experience is always my objective. Since 2007, I have advised clients through their working careers, as well as during retirement, with a focus on developing personal relationships that reach beyond the typical client/financial advisor roles. Once I understand what is important to you, I build personalized strategies to help you achieve your goals. I do so by using an established process and partnering with you to help you stay on track.
I look forward to a long career with Edward Jones and would like nothing more than to leave a legacy of families who are better off for having worked with me.
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Retirement Savings Strategies
- College Savings
- Charitable Giving
My Personal Interests
- Active Lifestyle
- Auto Racing
- Coaching Sports
- Movies & Entertainment
Phone NumberMark B Miller at (703) 753-2945
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