Cathy Miller Email & Phone Number
Sr. Wealth Advisor, Sr. Director @ Mercer Advisors
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Cathy Miller Location
- Atlanta, GA, US
Cathy Miller Work
- Sr. Wealth Advisor, Sr. Director @ (January 2021 - Present)
- Principal @ Atlanta Financial (July 1992 - December 2020)
- Registered Representative @ (August 2009 - August 2018)
- Registered Representative @ FSC Securities Corporation (July 1992 - September 2009)
- Financial Advisor @ Glass Financial Group Inc (October 1987 - July 1992)
- Private Banker and Commercial Loan Officer @ Nationsbank (Bank of America) (May 1983 - October 1987)
Cathy Miller Education
- The University of North Carolina at Chapel Hill
Master of Business Administration (M.B.A.) (Finance)
1981-1983 - William & Mary
Bachelor of Arts (B.A.) (English Language and Literature, General)
1977-1981
Cathy Miller Skills
- Asset Management
- Estate Planning
- Financial Advisory
- Financial Planning
- Financial Planning for Divorced and Single Women
- Investment Advisory
- Investment Strategies
- Investments
- Mutual Funds
- Portfolio Management
- Retirement
- Retirement Planning
- Series 7
- Strategic Financial Planning
- Wealth Management
- Women in Transition
Cathy Miller Summary
- Cathy Miller, based in Atlanta, GA, US, is currently a Sr. Wealth Advisor, Sr. Director at Mercer Advisors. Cathy Miller brings experience from previous roles at Atlanta Financial, Commonwealth Financial Network, FSC Securities Corporation and Glass Financial Group Inc. Cathy Miller holds a 1981 - 1983 Master of Business Administration (M.B.A.) in Finance @ The University of North Carolina at Chapel Hill. With a robust skill set that includes Asset Management, Estate Planning, Financial Advisory, Financial Planning, Financial Planning for Divorced and Single Women and more. Cathy Miller has 1 emails and 4 mobile phone numbers on RocketReach.
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Top Mercer Advisors Employees
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New York, NY, US
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Managing Partner
Dallas, TX, US
Gün Keresteci
Chief Financial Officer
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David Levy
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Elizabeth Hioe
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Denver, CO, US
Scott Baber
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Kim Lorenz
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Eric Sirjord
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John Dilivio
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Gary Foodim
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Brian Samson
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