Scott Miller CFP® in

Scott Miller CFP®

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Vice President- Financial Consultant and Planner at Charles Schwab
📍 Princeton, New Jersey, 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.

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Experience
25 Years
Current Role
Vice President- Financial Consultant and Planner
Job Level
Senior
Location
Princeton, New Jersey, United States
Personality Overview

How Scott 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 Scott cares about

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

Work history

10-2016
Vice President- Financial Consultant and Planner
Charles Schwab
3-2013 - 8-2016
Senior Wealth Manager
USAA Wealth Management
2005 - 2012
Vice President and Private Client Manager
U.S. Trust, Bank of America Private Wealth Management
2000 - 2005
Vice President and Relationship Manager
Citigroup Private Bank
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1987 - 1990
Bachelor of Science (B.S.)
SUNY Oneonta
Education details unavailable
State University of New York
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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DOCUmation
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