David Miller, AIF® in

David Miller, AIF®

Organizer · DISC type Sd
Managing Partner at Auctus Advisors
📍 Charlotte, North Carolina, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Current Role
Managing Partner
Location
Charlotte, North Carolina, United States
Personality Overview

How David shows up

Pleasant
Thoughtfully Quick
Slow Starter

Reading between the lines and seeing beyond your words comes naturally to them. They are very professional in their approach and can weigh multiple perspectives together. They might take some time to make their mind up but once they do, they don't change it easily.

Priorities

Topics David cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

1-2018
Managing Partner
Auctus Advisors
1-2016 - 12-2017
Managing Director, Wealth Management
MBL Advisors Inc., A McColl Bros. Lockwood Company
1-2005 - 1-2016
Partner
Powell Wealth
1-2005 - 12-2007
Wealth Management Advisor
Northwestern Mutual
4-2004 - 12-2004
Investment Analyst
LPL Financial
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Master of Business Administration (M.B.A.)
East Carolina University
BA
Pfeiffer University
Social presence
in
Behavioral profile

DISC profile (public)

S

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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