Gary Edward Miller
Advisor at Merrill — Tyler, TX Old Jacksonville Hwy
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
28 years
Location
Tyler, TX 75703
Merrill
Institution
Gary Miller is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has more than 20 years of experience in the financial services industry, including over 10 years in the insurance sector before joining Merrill Lynch in 2000. Gary's role involves building client relationships, asset allocation modeling, and creating customized wealth management strategies for institutions and high-net-worth clients, with a focus on professionals and entrepreneurs nearing retirement. He is a qualified Portfolio Manager, managing personalized or defined investment strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment options. In the firm's Investment Advisory Program, he may manage these strategies on a discretionary basis.
Gary holds several professional designations, including the Chartered Financial Consultant (ChFC) from the American College of Financial Services, the Chartered Advisor in Philanthropy (CAP), and the Chartered Retirement Planning Counselor (CRPC) offered through the College for Financial Planning Institutes Corp. He earned a bachelor's degree in business from Stephen F. Austin State University in Nacogdoches, Texas.
He resides in Tyler, Texas, with his wife, Dorota, and their twin daughters, Isabella and Sophie.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Tyler, TX Old Jacksonville Hwy
6751 Old Jacksonville Hwy
Tyler TX 75703
Advisors at this office
35
Texas
28 years of industry experience
Bank Of America, N.a.
2009 - Present • 17 years
Tyler, TX
Merrill
2000 - Present • 26 years
Tyler, TX
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Real estate agent
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Other specialized services
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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