Scott Miller, CFP®

VP - Financial Consultant

+1 609-497-3614

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

32 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2016-present
  • Senior Wealth Manager, USAA Wealth Management, 2013-2016
  • VP- Private Client Manager, U.S. Trust, Bank of America Private Wealth Management, 2005-2012
  • VP- Relationship Manager, Citigroup Private Bank, 2000-2005
  • Financial Consultant, Citicorp Investment Services, 1991-2000

Education

  • Bachelor of Science, State University of New York at Oneonta

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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