Scott Miller

Vice President- Financial Consultant and Planner at Charles Schwab | Princeton, New Jersey, United States

About Scott Miller

Scott Miller, CFP®, serves as a Vice President and Financial Consultant at Charles Schwab, where he leverages his extensive expertise in investments, asset allocation, and financial planning to empower clients in achieving their financial goals. With a commitment to personalized service, Scott collaborates closely with clients to develop tailored strategies that address their unique circumstances, whether it involves 401(k) rollovers, college planning, or optimizing banking and credit management. His approach is rooted in clarity and relevance, ensuring that clients not only understand their financial options but also feel confident in the actionable steps they can take.

Currently, Scott is spearheading several key projects aimed at enhancing client engagement and education. By integrating advanced financial planning tools and resources, he is dedicated to demystifying complex financial concepts and making them accessible to a broader audience. This initiative not only underscores his commitment to client success but also reflects Schwab’s mission to empower individuals to take charge of their financial futures.

Scott’s expertise extends beyond traditional financial consulting; he is also adept at navigating the intricacies of titling and beneficiary designations, ensuring that clients’ assets are structured in a way that aligns with their long-term objectives. His holistic approach to financial planning positions him as a trusted advisor in the industry, where he continually seeks to refine his skills and expand his knowledge to better serve his clients. At Charles Schwab, Scott Miller is not just a financial consultant; he is a dedicated partner in building better financial lives.

Scott Miller Work

Vice President- Financial Consultant and Planner at Charles Schwab in October 2016 to Present

Senior Wealth Manager at USAA Wealth Management in March 2013 to August 2016

Vice President and Private Client Manager at U.S. Trust, Bank of America Private Wealth Management in January 2005 to January 2012

Scott Miller Education

SUNY Oneonta, Bachelor of Science (B.S.), December 1987 to December 1990

State University of New York

Scott Miller Skills

Investments

Banking and Credit Management

401K Rollovers

About Scott Miller's Current Company

Charles Schwab

Discover more about Charles Schwab

Frequently Asked Questions about Scott Miller

What is Scott Miller Cfp(r) email address?

Email Scott Miller Cfp(r) at [email protected] and [email protected]. This email is the most updated Scott Miller Cfp(r)'s email found in 2025.

What is Scott Miller Cfp(r) phone number?

Scott Miller Cfp(r) phone number is 609-497-3614.

How to contact Scott Miller Cfp(r)?

To contact Scott Miller Cfp(r) send an email to [email protected] or [email protected]. If you want to call Scott Miller Cfp(r) try calling on 609-497-3614. (updated on January 05, 2025)

What company does Scott Miller work for?

Scott Miller works for Charles Schwab

What is Scott Miller's role at Charles Schwab?

Scott Miller is Vice President- Financial Consultant and Planner

What industry does Scott Miller work in?

Scott Miller works in the Financial Services industry.