Goelzer Investment Management
Adrian Miller, CFA, currently serves as a Senior Investment Advisor at Goelzer Investment Management since August 2021, following a distinguished 22-year tenure at Wells Fargo Private Bank where Miller held several senior roles, including Managing Director and SVP and Regional Manager of Investment/Fiduciary Services. At Wells Fargo, Miller led a team of financial professionals providing comprehensive services such as investment management, estate services, legacy planning, and business advisory services. Miller's educational background includes a Bachelor of Science in Business from Huntington University, earned between 1995 and 1999.
Goelzer Investment Management
With over 50 years of experience and more than $3 billion in assets under advisement, Goelzer Investment Management is an investment advisory firm that leverages our proprietary investment and financial planning strategies to help successful families and institutions Dream, Invest, and Live.