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Bill Miller, Financial Advisor

FINANCIAL ADVISOR
Bill Miller

AAMS™
7801 Jack Finney Blvd, Suite 105, Greenville, TX 75402opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Military Professionals & Veterans

About Bill

In 1987, I started in the investment industry, after having been vice president of a savings and loan for nearly six years. With my many years of experience, I believe it is important to understand what you are working toward before you invest your money. It all starts with knowing what is important to you and creating a financial goal and strategy. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family, by first determining what is important to you. This is especially important as...

Work History

  • Edward JonesMarch 2012 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Oklahoma State UniversityBachelors

Personal Interests

  • Aviation
  • Spending Time with Family
  • Traveling
  • Horseback Riding
  • Movies & Entertainment

Team Members

  • Pamela Vicars
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Phone

(903) 455-0260

Fax

(855) 289-6509

Office Address

7801 Jack Finney Blvd
Suite 105
Greenville, TX 75402opens in a new window

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