Bill Miller
Financial Analyst Portfolio Manager at Wealthplanners, Llc
Based in Des Plaines, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Des Plaines
Industry
Financial Services
Company size
9
Contact information
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b•••••••@wealthplanners.com
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Background
About Bill Miller
Bill’s expertise in designing and managing investment portfolios for the clients of WealthPlanners is highly-valued. His dedication, broad investment knowledge and commitment to service have earned him the trust and respect of advisors and clients alike-Well-versed in portfolio construction tools and asset allocation software-Ongoing due diligence and investment monitoring, utilizing a variety of evaluation tools and information sources-Dedicated to expanding knowledge base through ongoing education, seminars and conferences -Excellent understanding of paper flow and “back office’ operations-Has a special knack for trouble-shooting and problem-solving-Trading Desk - American Express Financial Advisors-Joined the industry in of Science Degree: Finance Major with Investment Emphasis & Accounting Minor, Winona State University, Winona, MN-Series 7-Licensed, Registered Representative – Cambridge Investment Research-Series 63-Licensed-Accredited Wealth Management Advisor designationBill grew up in the Lake Geneva area of Wisconsin and maintains close contact with his family there. For the past nine years, he has lived on Chicago’s North side. He loves to play golf and poker, and is a loyal fan of the Chicago Cubs and the Green Bay Packers.
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