Mark Miller is a Managing Director and Wealth Management Advisor with Merrill. He offers customized wealth management planning; focusing on investments and asset management, trust services and wealth transfer, qualified plans, and offering access to customized lending services through Bank of America to high net worth individuals, families, endowments, and businesses.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.