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Janet M

CFA®

Atlanta, GA

Rowland Miller + Partners LLC

Janet Miller is a CFA® charterholder with 15 years of industry experience. She has been with Rowland Miller + Partners LLC and its predecessor firm since 1981. Rowland Miller + Partners provides discretionary portfolio management and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a fundamentals-based equity selection process combined with tailored investment-grade fixed income strategies, managing portfolios with generally low turnover and tax considerations.

Active portfolio management
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Mote A

Series 65

Atlanta, GA

Rowland Miller + Partners LLC

Mote Andrews IV is a financial advisor at Rowland Miller + Partners LLC in Atlanta, GA, holding a Series 65 designation with 10 years of industry experience. He has been with Rowland Miller + Partners since 2011, contributing to the firm's advisory services. Rowland Miller + Partners LLC provides discretionary portfolio management and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm serves both retail and high-net-worth clients, using a fundamentals-based ranking approach for equities and constructing fixed-income portfolios tailored to client needs, with an emphasis on low turnover, tax sensitivity, and liquidity.

Active portfolio management
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