Miller Financial Advisors is now affiliated with Raymond James.
386-736-3403
bubba.miller@
Miller Financial Advisors now Affiliated with Raymond James
Deland, FL – Miller Financial Advisors is proud to announce their new affiliation with Raymond James, one of the nation’s premier investment and financial planning firms.
The affiliation move comes with a physical move as well, into a 100-year-old historic former doctor’s office located across from the Volusia County Courthouse in downtown Deland. The building was completely dilapidated and it took five months of remodeling for the team to move in.
The office is staffed with owner and financial advisor Robert “Bubba” Miller, financial advisors Lori Roberts and Lori Endicott, and registered service associate Mary Calabro.
Bubba is an Accredited Asset Management Specialist (AAMS) designee conferred by the College for Financial Planning's Institute of Wealth Management, a Registered Financial Consultant (RFC®) awarded by the International Association of Registered Financial Consultants, Inc., and a Certified Financial Planner™ practitioner authorized by the Certified Financial Planner Board of Standards. His primary areas of experience includes Retirement Income Planning, Estate and Trust Advisory and Investment Management of portfolios, IRA /401k Plan Rollovers, and Corporate Cash.
“We are thrilled to have our team assembled just steps away from the former firm,” says Bubba. “Mary, and both Lori Roberts and Lori Endicott, and I have worked together for years and are right where we would like to be,” he said. “We would like to thank all of our clients for making the move with us,” he added.
Bubba is an active speaker and lecturer. In addition to his private engagements, he has authored several articles about financial management, and has been interviewed by local and national publications.
Raymond James is one of the largest independent financial services firms in the United States with 24 million client accounts.. Since 1962, they have been offering long-term planning and financial planning.
Miller Financial Advisors of Raymond James is located at 120 Alabama Ave. in Deland. They can be reached at 386-736-3403, or at www.MillerFinancialAdvisors.com, or on Facebook at https://www.facebook.com/
Photo:
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