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Michael Miller, QPFC

Financial Advisor

Since beginning my career in 1982 at American Express financial services, I have held many roles as both a financial advisor and in management for several different firms. In 2019 I moved my practice to Wells Fargo Advisors in Chicago, and transferred to the Tampa, FL office a few years later. I graduated from Saint Joseph’s College in Indiana in 1982 with a Bachelor of Science in Business Administration. While in college, I lettered in varsity men’s track & field. Over the years I have continued my education through many venues and currently hold the Qualified Plan Financial Consultant designation through the NAPA. I am also an Eagle Scout. I specialize in retirement income planning for a select group of affluent business owners, retirees, and their families. My practice focuses on helping clients during the 10 years before retirement and throughout their retirement years. Through a disciplined process and communication, we will uncover your critical wealth management needs. Together we develop and implement plans designed to produce a tax aware, steady and growing retirement income.

Certificates

QPFC

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