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
- 2021 -now Sr. Wealth Advisor, Sr. Director @
- 1992 -2020 Principal @ Atlanta Financial
- 2009 -2018 Registered Representative @
- 1992 -2009 Registered Representative @ FSC Securities Corporation
- 1987 -1992 Financial Advisor @ Glass Financial Group Inc
- 1983 -1987 Private Banker and Commercial Loan Officer @ Nationsbank (Bank of America)
Cathy Miller Education
- University of North Carolina at Chapel Hill 1981-1983
- William & Mary 1977-1981
Cathy Miller Skills
- Estate Planning
- Portfolio Management
- Financial Advisory
- Strategic Financial Planning
- Investment Strategies
- Women in Transition
- Investments
- Asset Management
- Retirement
- Financial Planning for Divorced and Single Women
- Investment Advisory
- Series 7
- Retirement Planning
- Wealth Management
- Financial Planning
- Mutual Funds
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 University of North Carolina at Chapel Hill. With a robust skill set that includes Estate Planning, Portfolio Management, Financial Advisory, Strategic Financial Planning, Investment Strategies and more. Cathy Miller has 2 emails and 4 mobile phone numbers on RocketReach.
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