If you need more lookups,
subscriptions start at $34 USD/month.
Brett Miller Location
Charlotte, NC, US
Brett Miller Work
Managing Partner, Charlotte @ (January 2025 - Present)
Partner and Wealth Advisor @ (January 2015 - January 2025)
Wealth Advisor @ (June 2007 - December 2014)
Brett Miller Education
The Citadel
BS (Business Admin - Accounting Concentration)
2003-2007
Brett Miller Skills
Wealth Management
Commercial Litigation
Portfolio Management
Financial Services
Asset Management
High Net Worth Individuals
Commercial Lending
Cash Balance Pension Plans
Financial Advisory
Intentional Listening
Servant Leadership
401 Retirement Savings Plans
Financial Planning
Investment Management
Brett Miller Summary
Brett Miller, based in Charlotte, NC, US, is currently a Managing Partner, Charlotte at Corient. Brett Miller brings experience from previous roles at Corient. Brett Miller holds a 2003 - 2007 BS in Business Admin - Accounting Concentration @ The Citadel. With a robust skill set that includes Wealth Management, Commercial Litigation, Portfolio Management, Financial Services, Asset Management and more. Brett Miller has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Brett Miller?
Find contact details for 700 million professionals.