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David M

Series 65

Miami Beach, FL

Thayer Partners LLC

David Miller is a financial advisor at Thayer Partners LLC with two years of industry experience. He holds a Series 65 designation and has operated his own accounting firm, David Miller CPA LLC, since 2017. His prior experience includes roles at Abcam LLC and Doug Murstein CPA LLC. Thayer Partners LLC provides customized wealth management, financial planning, retirement plan advisory, and business advisory services to individuals, high-net-worth clients, trusts, estates, and other investment advisers. The firm employs a fundamentally driven, long-term investment approach and operates a multi-office advisor network serving various client types, including offshore investors.

Business Financial Management Retirement plans for business owners (SEP, solo 401k) General retirement planning Income planning Founder/Business Owner Executive
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