EDUCATION
Bachelor of Science in Finance, The University of Alabama
Stephen Miller, CIMA, CRPC®
Senior Financial Advisor,
Miller Wealth Management
As a financial advisor, Stephen Miller helps clients connect their wealth to their purpose and to live with a mindset that leads to financial contentment.
In 2021, Stephen and his brother, James, left Merrill Lynch and formed the Miller Wealth Management Team at Eversource Wealth Advisors.
Stephen is the lead relationship manager for 75 client households, specializing in portfolio construction and appropriately weighing risk and return with each investment security. In building comprehensive financial plans, he researches to find the most appropriate investment ideas for a broad range of portfolio risk levels, applying strategies based on each client’s unique scenarios.
Stephen lives in Birmingham with his wife Brittany and their two children, Weston and Joy. He has been a member of Redeemer Community Church since 2014, and he serves as a committee member for The Greater Birmingham Mayor’s Prayer Breakfast.
PROFESSIONAL DESIGNATIONS & AFFILIATIONS
Certified Investment Management Analyst © (CIMA)
Certified Retirement Planning Counselor © (CRPC)
Certified Plan Fiduciary Advisor (CPFA)
Passed Series 7 and Series 66 examinations