Michael Miller

Michael Miller
Vice President Financial Consultant Truist Investment Services, Inc.

16102 Bruce B. Downs Blvd

Tampa , FL 33647

michael.d.miller@truist.com

Phone 813-345-3196

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About me

Background

Michael D. Miller is a Financial Consultant for Truist Investment Services, Inc. with a broad set of comprehensive wealth management skills. Michael and his team focus on what matters most to their clients by delivering personalized solutions for investment management, risk management, and financial planning. Michael’s focus is on recommending strategies that help align his clients’ wealth with their goals and family priorities to empower them on their financial journeys.

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

Education

Finance. B.S.
University of South Florida 2003

Personal Interests

Michael is a Veteran of the U.S. Army and a longtime resident of the Tampa Bay area. He and his wife enjoy an active and healthy lifestyle, hiking in the National Parks, and traveling to experience different cultures. Michael is active in his local church and New Life Warehouse, which helps fill empty rooms to truly make a house a home. He most enjoys spending time with family and friends.

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.

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

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

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

  • Top-notch service delivery and support for the private banking needs of business-owners

Locations

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