Stephen Miller

Senior Financial Advisor at Eversource Wealth Advisors

As a financial advisor, Stephen Miller helps clients connect their wealth to their purpose and to live with a mindset that leads to financial contentment. In 2021, Stephen and his brother, James, left Merrill Lynch and formed the Miller Wealth Management Team at Eversource Wealth Advisors.

Stephen is the lead relationship manager for 75 client households, specializing in portfolio construction and appropriately weighing risk and return with each investment security. In building comprehensive financial plans, he researches to find the most appropriate investment ideas for a broad range of portfolio risk levels, applying strategies based on each client’s unique scenarios.

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Timeline

  • Senior Financial Advisor

    April, 2021 - present