Mark Miller CFP®, CIMA® in

Mark Miller CFP®, CIMA®

Editor · DISC type SC
Wealth Strategist at Fiduciary EDGE Advisors, LLC
📍 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.

Login to view overviewLogin to view overview
Experience
8 Years
Current Role
Wealth Strategist
Job Level
Junior
Location
United States
Personality Overview

How Mark shows up

Skeptic
Fact-Driven
Slow Buyer

They tend to be clear about their needs and limitations and are unlikely to promise too much. They do not like taking risks at all and go for proven options in the end. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Priorities

Topics Mark cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topicsLogin to view topics
Career

Work history

7-2023
Wealth Strategist
Fiduciary EDGE Advisors, LLC
7-2023 - 6-2024
Portfolio Research and Wealth Planning Associate
Fiduciary EDGE Advisors, LLC
7-2022 - 7-2023
Advanced Planning Financial Counselor
BALANCE
3-2017 - 8-2022
Personal Financial Counselor
Zeiders Enterprises, Inc.
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
B.S. Economics/Finance
University of Scranton
Yale CIMA online program: Investment Management Theory & Practice
Yale School of Management
Certified Financial Planner Executive Education Program
Wake Forest University School of Business
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.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Mark. Free, 10 seconds.