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David Miller

David A. Miller, CRPC®
Managing Director Financial Advisor Truist Investment Services, Inc.
The Miller-Grimes Group of Truist Investment Services, Inc.

Clermont - Olympia

581 E Highway 50,

Clermont, FL 34711-3161

David.a.miller@truist.com

Phone 352-227-5084

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About me

Background

David Miller is a Financial Advisor with Truist Investment Services, Inc. offering clients more than 25 years of comprehensive wealth management experience, focusing on investments, financial planning, insurance, and estate strategies. 

His focus is on advising clients to develop and implement investment strategies that help meet immediate and future goals. He follows a disciplined process of assessing a client's financial situation, forming and executing an appropriate investment plan, and performing ongoing portfolio maintenance to obtain measurable results. He also consults on risk management, retirement planning, and other critical financial strategies.

David has earned the Chartered Retirement Planning Counselor™ (CRPC®) designation accredited by the College for Financial Planning.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science, Business Administration/Finance
University of Central Florida 1995

Personal Interests

David is active in the local community enjoys spending time with family and friends, watching Knight football, and enjoys fishing and snow skiing.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Accomplishments

Platinum Performance Excellence Award
Truist 2018
Performance Excellence Award
Truist 2020
Performance Excellence Award
2021
The Truist Performance Excellence Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.

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