David Miller

MBA
Personal Finance, Retirement, Investing
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“With 15 years of experience in the financial industry, David Miller offers innovative, sophisticated, and customized solutions to help clients accumulate, manage, and preserve wealth in their businesses and in their personal estates.”
Firm:

Auctus Advisors

Job Title:

Managing Partner

Biography:

David Miller is Managing Director at MBL Advisors, a boutique advisory firm specializing in executive and corporate retirement benefits, wealth and investment management, and private client insurance solutions. David brings a diversified and in-depth level of expertise and experience to his clients. His decade plus of experience in wealth and investment management has created the foundation to be their most Trusted Advisor. He specializes in working with high net worth individuals, corporate executives, retirees, entrepreneurs and professional athletes. He is focused on developing customized investment strategies designed to meet the overall financial independence goals and investment objectives of his clients. He brings a customized, analytical, and proven process of success to his clients to help them navigate the financial landscape.

He started his career as an analyst with an investment management firm in Washington D.C., while there he was tasked with research and analysis of portfolio holdings. In 2005, he joined Northwestern Mutual and a d/b/a of the firm, Powell Financial. He helped take Powell Financial, Inc. private in 2007, forming their own Registered Investment Advisor, and specializing as a full service wealth management firm. He spent the last 9 years there as a partner and the dynamic center of the firm helping oversee the firm's investment and planning process. Considered a rising star in the industry, David has been recognized as a 2014 winner of Registered Rep Magazine’s “Advisors with Heart” award, the Charlotte Business Journal’s 40 under 40 award in 2015 as well as the first recipient of the Presidential Merit Award from Pfeiffer University.

David earned a B.A. degree from Pfeiffer University; attending on a 4 year soccer scholarship. He later earned his MBA from East Carolina's College of Business. He holds his Series 65, Life and Health, and Long Term Care Insurance Licenses.

In the community, David is actively involved with his Alma mater, he is a member of Pfeiffer University's Alumni Board, and the Falcon Club Board of Directors. He serves as a mentor to MBA students at the East Carolina's College of Business and enjoys the interaction with next generation talent. He is also very involved with The Kuykenstrong Foundation, where he is a Director and the Treasurer. Kuykenstrong is a registered non-profit in Virginia working with The Lombardi Cancer Center at Georgetown University to help children with cancer.

Education:

MBA, Finance, East Carolina's College of Business

Assets Under Management:

$100 million

Fee Structure:

Fee Only

CRD Number:

4819204

Insurance License:

#Yes

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