Kate Miller
,
AWMA®,CRPC®
Premier Advisor
775 E Merritt Island Cswy
Merritt Island, FL 32952-3311
About me
Background
I believe financial success is about more than managing money. It's about creating opportunities, achieving your goals, and building confidence in your future. I am committed to helping deliver personalized advice, tailored solutions, and an exceptional client experience that helps empower individuals and families throughout their financial journey.
With more than two decades of experience in financial services since 2002, I help clients take a comprehensive and strategic approach to their financial lives. My focus includes holistic financial planning, investment and wealth strategies, estate and risk management planning, lending solutions, and proactive relationship management. By understanding what matters most to each client, I work to create customized strategies that align with their goals and evolving needs.
Every day, my goal is simple: put my clients first by combining trusted advice, innovative technology, and meaningful personal connections to help them make confident financial decisions.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc
Education
Personal interests
Specialties
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.
Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more
Wills, trust, wealth transfer, estate administration and settlement, and more
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more