 | Brian Scott MillerOwner & Wealth ManagerBrian Scott Miller has over 20 years’ experience as a Wealth Manager. He started his career in corporate banking and has been an independent Wealth Manager with LPL Financial since 2016. Brian guides clients through the complexities of the financial markets in seeking to preserve and increase their wealth. He develops investment strategies by following a disciplined process of assessing a client’s financial situation, determining risk tolerance, forming and executing an appropriate investment plan, and regular portfolio reviews in order to pursue an advantageous outcome. He wants to empower his clients to become savvy investors and works toward the highest levels of professionalism and integrity. |
Why I Love What I Do:
“I truly enjoy spending my days monitoring and assessing the market, planning and getting engrossed in all the intricate details of the economy. My work is highly stimulating as it is ever changing. More importantly, the strong relationships I form with my clients is a great source of pride and joy. Through prioritizing honesty, transparency and knowledge sharing, I aim to become my client’s trusted advisor.”
When I Am Not Working:
“Having grown up in Fort Lee, New Jersey, I thoroughly enjoy the south Florida climate. When not working, I like to go to the gym, enjoy the outdoors, eat delicious food and spend time with my wife and daugther.”
Experience & Education: