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Max Miller, Financial Advisor

FINANCIAL ADVISOR
Max Miller

363 Church St N, Suite 130, Concord, NC 28025opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners

About Max

As an earnest investor, you know the importance of developing a strategy and seeing it through. I work hard to understand your financial needs and know those needs can be complex. That’s why providing specific financial strategies for you and your business is a process I take seriously. By working closely with you and your CPA, we can help determine the most appropriate financial strategy for your unique situation.

In 2015, I began my career with Edward Jones as a financial advisor. I both work and reside in Concord, NC. Prior to joining Edward Jones, I worked in institutional retirement and...

Work History

  • Edward JonesDecember 2015 to Current

Education

  • Bob Jones UniversityBachelors

Personal Interests

  • Backpacking
  • Camping
  • Chess
  • Woodworking
  • Book Collecting

Team Members

  • Lisa Ware
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Phone

(980) 781-0077

Fax

(833) 280-0713

Office Address

363 Church St N
Suite 130
Concord, NC 28025opens in a new window

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