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Dariel M

Series 63, Series 66

Mobile, AL

Wilkins Miller Wealth Management, LLC

Dariel Murray is a financial advisor with Wilkins Miller Wealth Management, LLC, holding Series 63 and Series 66 designations and possessing 25 years of industry experience. He has worked at Wilkins Miller Wealth Management since 2008 and at Purshe Kaplan Sterling Investments since 2013. Wilkins Miller Wealth Management provides asset management, modular financial planning, and retirement plan consulting to individual clients, including high-net-worth households, as well as employee benefit plans. The firm employs a Modern Portfolio Theory framework with diversified allocations primarily in exchange-traded funds and no-load mutual funds, offering discretionary portfolio management supported by written Investment Policy Statements and quarterly performance reporting.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses
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Greg B

CFP®, Series 66

Mobile, AL

Wilkins Miller Wealth Management, LLC

Greg Bowen is a CFP® professional with 21 years of industry experience, currently serving at Wilkins Miller Wealth Management, LLC since 2015. He also has a concurrent role at Purshe Kaplan Sterling Investments dating back to 2012. Bowen has ownership interests in investment-related entities including Midtown Investments and is involved in life insurance sales. Wilkins Miller Wealth Management provides asset management, modular financial planning, and retirement plan consulting to individual clients, including high-net-worth households, and employee benefit plans. The firm employs a Modern Portfolio Theory framework with diversified allocations primarily in ETFs and no-load mutual funds, delivering portfolio management guided by written Investment Policy Statements and quarterly performance reporting.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses
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