Check out my background on FINRA's BrokerCheck
Tony graduated from Capital University in 2007 with a degree in business management. 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 they are kept busy with their daughters Mia and Ava.
Tony holds the following professional designations:
Masters of Science in Financial Services (MSFS) - The MSFS designation is the most "Advanced Financial Planning" designation conferred by The American College. It emphasizes expertise in wealth accumulation, taxes, investments and financial planning.
Chartered Financial Consultant (ChFC) - The ChFC designation is the "Advanced Financial Planning" designation conferred by The American College.
Accredited Investment Fiduciary (AIF) - Advisors who have earned the AIF designation have a thorough understanding of the fiduciary standard of care and its application. The AIF designation is conferred by the Center for Fiduciary Studies through fi360 and is the leading Fiduciary training and resources organization in the U.S.
Tony holds the series 7, 63, 66 and 99 licenses.