Tim Miller, CFP®, is the Vice President and Financial Planner at AdviceOne LLC, where they began their career in 2010 as an Associate Advisor after graduating from Virginia Tech with a degree in Business/Finance and a focus in Financial Planning. After five years in Connecticut, Tim relocated to Charlotte to establish the North Carolina branch office. They regularly travel to West Palm Beach, Florida, and Independence, Ohio, to engage with clients. Prior experience includes a summer internship at UBS Wealth Management in Palm Beach, Florida, and serving as a Registered Representative of Securities Service Network from 2011 to 2018.
Location
Charlotte, United States
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