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Neal M
Series 63
Oneonta, NY
Geneos Wealth Management, Inc.
Neal Miller is a financial advisor at Geneos Wealth Management, Inc. with 50 years of industry experience. He holds a Series 63 designation and has previously worked at FSC Wealth Advisors, LLC and NEXT Financial Group. Outside of his advisory role, Miller serves as an elder at the First Presbyterian Church and is a trustee of Hartwick College. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm offers financial planning, portfolio management, and access to third-party money managers through various programs, utilizing a combination of fundamental and technical strategies tailored to client needs.
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