Dan Miller joined Wealth Horizon as a partner in 2016 and brought 35 years of professional experience, including 17 years as Vice President of Investments at two of the oldest and most respected firms on Wall Street.
Dan has extensive experience in the financial markets, in which he analyzed and managed portfolios for a national high net worth client base. Dan believes that managing expectations are as important as managing assets. He is adept at simplifying clients’ understanding of sophisticated investment alternatives and passionate about engaging them in the planning process. By imparting knowledge, he guides clients with the confidence and discipline to move toward their goals.
Additionally, Dan has served as a management consultant to Fortune 500 companies and owned/operated several entrepreneurial ventures.
He is also an active member of the Gwinnett Chamber of Commerce.
Dan graduated with a Bachelor of Business Administration from Emory University and currently holds his Series 7 registration with LPL Financial and Series 66 registration with IFG Advisory.
Outside the office, Dan loves playing tennis, squash, cycling and skiing.
Dan Miller joined Wealth Horizon as a partner in 2016 and brought 35 years of professional experience, including 17 years as Vice President of Investments at two of the oldest and most respected firms on Wall Street.
Dan has extensive experience in the financial markets, in which he analyzed and managed portfolios for a national high net worth client base. Dan believes that managing expectations are as important as managing assets. He is adept at simplifying clients’ understanding of sophisticated investment alternatives and passionate about engaging them in the planning process. By imparting knowledge, he guides clients with the confidence and discipline to move toward their goals.
Additionally, Dan has served as a management consultant to Fortune 500 companies and owned/operated several entrepreneurial ventures.
He is also an active member of the Gwinnett Chamber of Commerce.
Dan graduated with a Bachelor of Business Administration from Emory University and currently holds his Series 7 registration with LPL Financial and Series 66 registration with IFG Advisory.
Outside the office, Dan loves playing tennis, squash, cycling and skiing.
Work with Certified Industry Professional
Jerrí Hewett Miller CFP®, RICP, BFA
As Seen In
As Seen In
Are you seeking the confidence to move forward?
Schedule some time with us to talk and see if we’re a good fit for each other.
WEALTH HORIZON INC.
Office: (770) 840-8440
Email: lynn@wealthhorizoninc.com
Email: dan@wealthhorizoninc.com
Email: jerrí@wealthhorizoninc.com
200 Ashford Center North, Suite 400
Atlanta, GA 30338
Securities offered through LPL Financial, Member of the FINRA/SIPC. Advisory services offered through IFG Advisory, LLC., a Registered Investment Advisor. IFG Advisory, Integrated Financial Group, and Wealth Horizon, Inc. are separate entities from LPL Financial.
FIVE STAR Wealth Manager Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2014-2019 Five Star Wealth Managers.
Women’s Choice Award® Financial Advisors and Firms represent less than 1% of financial advisors in the U.S. As of January 2018, of the 848 considered for the Women’s Choice Award, 145 were named Women’s Choice Award Financial Advisors/Firms. The Women’s Choice Award Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices. The program is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history, among other factors. The inclusion of a financial advisor within the Women’s Choice Award Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified or its partners and affiliates and is no guarantee as to future investment success.
The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states:
AL, CO, FL, GA, IN, KY, MD, MI, NC, OH, RI, SC, TN, TX, VA.