David Miller in

David Miller

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Wealth Management Advisor at Northwestern Mutual
📍 Walnut Creek, California, United States

David Miller is a Wealth Management Advisor at Northwestern Mutual, where he specializes in financial planning for corporate leaders and executives. A graduate of Saint Marys College of California, he previously won a National Exceptional Achievement Award, ranking 5th in the nation out of over 130 dealerships in a prior role. Colleagues describe him as having an outstanding work ethic and dedication.

He won a National Exceptional Achievement Award based on sales, profitability, and customer service scores.

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Experience
24 Years
Current Role
Wealth Management Advisor
Location
Walnut Creek, California, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics David cares about

Planning for Executives
His practice is focused on providing financial, investment, tax, and wealth strategies for VPs, Directors, and Senior Executives in the software and retail sectors.
Revenue Growth
In a previous role, he successfully increased per-sale profit by over 100% and grew one-year profit by nearly $1 million.
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Career

Work history

2-2026
Wealth Management Advisor
Northwestern Mutual
10-2020
Financial Advisor
Northwestern Mutual
2-2019 - 4-2020
Finance Manager
Enterprise Car Sales
8-2016 - 1-2019
Finance Manager
Enterprise Car Sales
1-2012 - 8-2016
Area Manager
Enterprise Car Sales
In the press

Media appearances

This year, I'm grateful for financial plans that can be catered .... Featured in Facebook (Northwestern Mutual page)
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Education
1998 - 2001
Bachelor of Science - BS
Saint Mary's College of California
1997 - 1998
Education details unavailable
Diablo Valley College
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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