Mark Miller CFP®, CIMA® in

Mark Miller CFP®, CIMA®

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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.

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Experience
8 Years
Current Role
Wealth Strategist
Job Level
Junior
Location
United States
Personality Overview

How Mark shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Mark cares about

Strategic Priorities
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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.
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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)

DISC behavioral profile

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

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