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Aon M
CFP®, Series 63, Series 66
Chattanooga, TN
AM Investment Strategies, LLC
Aon Miller is a CFP® professional with 28 years of experience and a co-advisor at AM Investment Strategies, LLC since 2012. He serves as Vice Chairman of the City of Chattanooga General Pension Plan board and holds board positions with several golf associations and nonprofits, including the Tennessee Golf Association, Southern Golf Association, The Honors Course, and the Cleveland State Community College Foundation. Miller is also a licensed insurance agent. AM Investment Strategies, LLC provides discretionary and non-discretionary investment management, limited financial planning, and retirement-plan fiduciary consulting to individuals, high-net-worth clients, trusts, estates, and plan sponsors. The firm manages approximately $738 million and employs a fundamental, equity-tilted investment approach tailored to client risk tolerance, utilizing a range of securities and alternative investments.
Laura O
Series 66
Chattanooga, TN
AM Investment Strategies, LLC
Laura Owsley is a financial advisor at AM Investment Strategies, LLC with 19 years of industry experience. She holds a Series 66 designation and has been with AM Investment Strategies since 2012. Laura is also a licensed insurance agent and may recommend insurance products on a fully disclosed commission basis. AM Investment Strategies provides discretionary and non-discretionary investment management, limited financial planning, and retirement-plan fiduciary consulting to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm manages approximately $738 million and employs fundamental analysis and proprietary strategies to build customized, equity-tilted portfolios tailored to client risk tolerance and goals.
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