Kate Miller

Kate Miller
Premier Banker

775 E Merritt Island Cswy

Merritt Island, FL 32952-3311

Kate.Miller@Truist.com

Phone 321-604-4615

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About me

Background

Your finances should create opportunities. At Truist, Premier Banking is dedicated to providing personal advice, an exceptional experience and tailored solutions to empower you on your financial journey.  As a Premier Banker who has been in the financial services industry since 2002, I help my clients take a comprehensive, strategic approach to financial planning, provide estate planning and risk management, deliver customized holistic product solutions and engage in active relationship management. My daily goal is to put my clients first, delivering trust through technology and touch. 

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc

Check the background of this investment professional on FINRA's BrokerCheck

Education

Associate's in Biology
Anne Arundel Community College
Bachelor's in Marine Biology
Florida Institute of Technology

Personal interests

My family and I live in Merritt Island, FL and love to spend a lot of time outdoors kayaking, hiking, relaxing at the beach or enjoying the frequent launches from the Space Coast.  There is so much to do here year round. 

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

Locations

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