My desire and commitment is to assist families, professionals, business owners, and retirees toward their financial goals. I educate and guide them through today's tumultuous and complex financial world, preparing my clients to make informed decisions regarding their finances. Once clients accomplish their vision for the future, they discover an improvement in their quality of life and the lives of those they care about.

My financial planning process is designed to help clients focus, organize, and prioritize financial matters in order to gain a better understanding of their options. I bring creative ideas to the table, work with client's current advisors and act as a catalyst to help the client create and activate a financial plan toward their ideal future.

I have earned the following designations: Certificate in Financial Planning; Chartered Retirement Planning Counselor (CRPC®); Accredited Asset Management Specialist (AAMS®); Accredited Wealth Management Advisor (AWMA®); Chartered Mutual Fund Counselor (CMFC®); and, Accredited Portfolio Management Advisor (APMA®).  I am also a graduate of Spartanburg Methodist College, Scarritt College, and Vanderbilt University.

David Miller is a registered representative of Lincoln Financial Advisors Corp., a broker/dealer (member SIPC), registered investment advisor & securities licensed in CO, FL, GA, MD, TX & TN.

 

2100 West End Ave, Suite 800 l Nashville, TN 37203-5241

615-750-0224 l 800-767-0620 l fax 615-750-0226

 james.miller@lfg.com l j-davidmiller.com 

 

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