Thomas Miller

Thomas Miller, CRPC®
Managing Director Financial Advisor Truist Investment Services, Inc.

1414 Raleigh Rd.

Suite 130,

Chapel Hill, NC 27517-8829

About me

Background

Thomas Miller is a Financial Advsior and Managing Director with Truist Investment Services, Inc., and has more than 25 years of experience in wealth management.  He concentrates on wealth management strategies, income management, and retirement strategy solutions for individuals and their families.  He graduated in 1985 with a bachelor of sciences degree in history from Northeastern University.  He holds the Chartered Retirement Planning  CounselorSM certification from the College for Financial Planning as well as the FINRA Series 7, 63, 65, 24, Variable Annuity, Life , Health and Long Term Care licenses. 

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

Education

Bachelor of Science
Northeastern University 1981 1985

Personal Interests

Tom resides in Chapel Hill North Carolina with his wife, Elizabeth and their two dogs, Scout and Coco. When not serving clients Tom enjoys playing tennis, golf and traveling. 

Specialties

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

  • 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

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

  • 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

To
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