I've been in the financial services industry for over 20 years. Prior to coming to Edward Jones, I was the SVP of operations for over 200 broker dealers and registered investment advisors while working at Apex Clearing. My desire to help families and small business owners led me to Edward Jones.
My primary goal as a full-service financial advisor is to develop customized investment strategies. Whether you need to save for an emergency fund, pay for a child's college education, reduce taxes or plan for retirement, I can help by partnering with you to determine the most appropriate and cost-efficient financial strategy for your family or your business. I often work closely with your CPA, attorney and other professionals to ensure our approach is in line with your tax and estate strategy as well.
I met my husband, Jason, while earning my bachelor's degree in business administration at the University of Texas - Arlington and graduated with honors – magna cum laude. While attending the University, I played point guard for the women's basketball team and led them to the first post-season tournament in school history in 1999. I am also a graduate of the Securities Industry Institute from The Wharton School of Business. Jason and I have been happily married since 2001 and have four children.
I welcome the opportunity to learn what's most important to your family and your business. It all starts with a conversation. Please reach out and let's discuss how we can partner together and achieve your dreams and goals.
- Wealth Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Portfolio Reviews
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Community Outreach
Phone NumberMelissa S Miller at (817) 427-0347
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