DOUGLAS S. MILLER, AIF

Senior Vice President
Office Phone: 
1-800-295-5035

 

Douglas Miller has over 30 years experience in the financial services industry. He graduated from Rutgers University, New Jersey with an MBA in Finance. He earned his Bachelor of Arts degree in Business Administration with a major in Economics and minor in Sociology from Waynesburg University, Pennsylvania. Douglas has the following registrations: series 7, 63, 65, and 66. He also holds state   Life/Health/Disability and Variable Contracts Licenses and is a member of the Financial Planning Association.

Douglas thoroughly enjoys analyzing and understanding the big picture to be sure that all aspects of a clients’ financial life are coordinated effectively – Estate and Income Tax Reduction, Retirement Income Analysis, Asset Protection, Investment Allocations, Wealth Transfer and Risk Management. He specializes in designing prudent strategies that help reduce clients’ income tax liability, increase their retirement income, grow and help protect their assets, and structure their estates to successfully retain wealth within the family through multiple generations.

Douglas was born in Hartford, Connecticut and has resided in the Scottsdale area for over 22 years. He and his “better half”, Jane, have been together for over 27 years. They enjoy experiencing varied dining venues, travelling and sharing time with their sons. Douglas is an avid hiker and mountain biker. He hikes to the top of Camelback Mountain 3 times per week and rides his bike in the Squaw Peak Preserve regularly. Douglas also enjoys time their dog Autumn, and is involved with the Arizona Humane Society and the Arizona Animal Welfare League.

Explore A Few Sample Client Profiles