Charlee Miller

Among the reasons Charlee chose to join the financial services industry in 2012 is her desire to help others. This passion stems from her experience and the financial challenges she watched friends, families, and herself experience in the past. As witness to the challenges faced by important people in her life, Charlee recognizes the need for a professional and caring team to help others realize the life they want. Her purpose is to help others define their goals, establish a wealth management strategy centered on their priorities and then help them to adjust their strategy, as needed, as the inevitable changes in life occur.

Understanding her clients’ life priorities is an important part of how Charlee works with the clients she serves. It’s not just about markets and returns, it’s about what matters most to her clients. She will take the time to get to understand who her clients are, what they hope to achieve and what keeps them up at night. Are they worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchasing a home? Preparing to pass wealth to future generations? Charlee welcomes the opportunity to demonstrate how she can work together to help create financial strategies designed around her clients, their goals, and aspirations.

With access to the investment insights of Merrill Lynch Wealth Management and the banking convenience of Bank of America, Charlee will work with her clients to develop strategies designed to help address their financial needs. She strives to exceed client expectations through a proactive approach to communication, her attention to personalized service, and commitment to continuing financial education.

Charlee makes it clear what clients paying for and what they’re getting. As life and the markets change, she meets periodically with clients to help make sure they are on track in pursuing their goals and to adjust the strategy as needed for the journey ahead.

Charlee Miller joined Merrill Lynch Wealth Management in 2012 and understanding her clients’ life priorities is an important part of how she serves her clients.

A CERTIFIED FINANCIAL PLANNER® professional, Charlee believes it is not just about markets and returns, it is about what matters most to her clients.

Prior to joining Merrill, Charlee spent eight years working in women’s college basketball at Texas A&M University culminating by winning the 2011 NCAA National Championship.

Charlee is a native of Edmond, Oklahoma and a 2005 graduate of Southern Methodist University. She was an active member of Kappa Alpha Theta Sorority. Charlee and her husband, Steve Miller, who is a television operations producer and sports security advisor, are the proud parents of daughters, Elizabeth, Adelynn and Samantha.