Andrew Miller, CPFA, CIMA®, C(k)P®

Senior Investment Analyst at Mercer Wealth Management Group
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Contact Information
us****@****om
(386) 825-5501
Languages
  • English Full professional proficiency

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Credentials

  • Certified 401(k) Professional
    TRAU-Retirement University
    Nov, 2019
    - Oct, 2024
  • Certified Plan Fiduciary Advisor
    NAPA National Association of Plan Advisors
    Jul, 2019
    - Oct, 2024
  • Certified Investment Management Analyst
    Investments & Wealth Institute
    Apr, 2019
    - Oct, 2024

Experience

  • Mercer Wealth Management Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Senior Investment Analyst
      • Dec 2021 - Present
  • Merrill Lynch Wealth Management
    • Senior Investment Manager
      • Feb 2016 - Dec 2021

      *C(k)P® and Certified 401(k) Professional is a registered trademark of The Retirement Advisor University, Inc. *Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for investment management professionals. *C(k)P® and Certified 401(k) Professional is a registered trademark of The Retirement Advisor University, Inc. *Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for investment management professionals.

  • Merrill Lynch,Pierce,Fenner & Smith
    • Director
      • Sep 1997 - Jul 2015
  • Barclays Do Zoete Wedd
    • Sales of Equity Derivatives
      • Jul 1991 - Sep 1997
  • Marshall & Co (Brokers) Ltd
    • India
    • Executive Offices
    • 1 - 100 Employee
    • Sales Investment Trusts
      • Oct 1987 - Jul 1991

Education

  • Oxford University
    Bachelor's Degree
    1981 - 1985

Community

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