Hi, my name is Melissa Miller. In 2010, I graduated Magna Cum Laude from UNC-Charlotte with a degree in Finance. My journey in finance officially began working as a Business Analyst at RBC Capital Markets within their Tax Credit Equity Group. My role involved financial modeling to project future cash flows for multi-family real estate developments, which qualified for tax credits. Although I gained a lot of experience within this role including knowledge on corporate tax implications and cash flow management, I felt that something was always missing in my career. I discovered one day while talking with my family that the missing piece was helping people and building relationships.

My connection to personal financial planning had actually been an experience back in my undergraduate days, when I did my internship at Lincoln Financial Advisors my junior and senior year of college. Then, in 2014, the advisor I interned for decided to form his own business. I came on as a Firm Coordinator and focused on building relationships with clients, getting licensed, and learning all I could about the industry. I had the opportunity to sit in on client meetings and work on many complex financial planning cases.

My experience also continued in Compliance at Cambridge Research Group who is a well-known broker dealer. My job included detecting non-compliant social media activity for the Chief Compliance Officer. I also serviced financial advisors and confirmed they were compliant with the SEC’s rules and regulations.

Fast forward a bit to 2020. I became a Junior Planner and then in 2021, I decided to finally take a leap and become a Financial Advisor so I could focus on building my own book of business. In 2024, I decided to combine all of my experience and form my own firm, Miller Wealth Partners.

As an advisor, I am fee conscious and believe in looking at your entire financial plan not just one area. It’s about building relationships for me with my clients.