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Anne V. Miller

Financial Advisor

MBA

Biography

As a financial services professional, I help my clients make informed and meaningful financial decisions based on their unique values, needs and priorities.

Together, my clients and I build a financial strategy that encourages them to think about where they've come from, where they're going, and what they'll leave behind.

I am a 22-year resident of Summit, NJ. I earned my MBA from Rutgers University. I have worked in the financial services industry for 20+ years and have my Series 7 and 66; Life; Accident & Health; and Variable licenses. I raised three children (now thriving adults) and am blessed with two grandchildren. I enjoy volunteer work, skiing, sailing, outdoor activities, and traveling abroad with my husband and children.

Focus Areas

  • Insurance Strategies
  • Investment Strategies (Reg. Reps Only)
  • Business Owners
  • Retirement Income Planning
  • College Funding Strategies
  • Charitable Giving
  • Group Benefits
  • Business Succession Planning
  • Risk Management Strategies
  • Estate Planning
  • Financial Education

Languages

  • English

CRN202011-251639

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