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
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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