ThreePoint Private Client Group
Matt Miller currently serves as an Associate at ThreePoint Private Client Group since January 2025. As a CoFounder and Partner at DAM Productions, established in June 2021, Matt focuses on producing live music events that showcase local talent. Prior experience includes a Senior Account Executive role at Billfold from November 2022 to January 2025 and a tenure at Yelp from May 2019 to November 2022, where achievements included membership in the President's Club and multiple regional awards for revenue generation. Previous positions also encompass various sales roles at Strategic Financial Solutions NY, determined to create customized debt relief plans. Matt holds a degree from the University of Maryland, attended from 2014 to 2018, following a high school education at George W Hewlett High School from 2010 to 2014.
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ThreePoint Private Client Group
We help you achieve and preserve your financial independence. By managing more than investments, we can help provide financial stability in an uncertain world. A successful strategy integrates: - Liability Protection - Income Protection - Wills and Legal Documents - Coordinated Life Insurance Planning - Savings (20% or more of gross income) - Liquidity (6-12 months) - Effective Debt Management - Investment Efficiency If you are a business owner, we believe having a firm in your corner that understands all aspects of business, legal, financial and taxes can give you confidence that someone’s connecting all the dots for your business, as well as your financial stability. Securities products [and advisory services] offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 52 Forest Ave, Paramus, NJ 07652 (201) 843-7700. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. THREEPOINT PRIVATE CLIENT GROUP is not an affiliate or subsidiary of PAS or Guardian. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. 2024-176173 Exp 06/2026