Check out my background on FINRA's BrokerCheck
Tony graduated from Capital University in 2007 with a degree in business managment. After graduation he began his career at Morgan Stanley. He managed a team that serviced the firms ultra high net worth clients across the country. While working, he managed to go back to school and receive his Masters degree in Financial Services from the American college in 2019. After more than 10 years with Morgan Stanley, he decided it was time to team up with his father. Tony joined Miller Financial Private Wealth Management, LLC in November of 2020. Tony is happily married to his wife Andrea and is kept busy by a two year old, Mia.
Tony holds the following professional designations:
Masters of Science in Financial Services (MSFS) - Expertise in wealth accumulation, taxes, investments and financial planning.
Tony holds the series 7, 63, 66 and 99 licenses.