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Karla S. Miller, CFP® CRPC® CDFA™
Wealth Management Advisor
Karla is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and holds the following designations Chartered Retirement Planning CounselorSM (CRPC®), and Certified Divorce Financial Analyst™ (CDFA™).
My goals are to give each client a “World Class” experience, to make each client confident about the health of his or her wealth, to earn the trust and confidence of my clients and to serve as their primary source of consistently reliable financial guidance. I serve the needs of high net worth individuals, companies, corporate executives, their families, friends, and affiliated organizations. I advocate a style that seeks first, the safety of principal and secondly, the growth of capital for the effective preservation and creation of wealth.
I utilize the best resources and talent for the benefit of my clients. This includes Merrill specialists (such as insurance, trusts & estates, lending, corporate retirement plans,…) and world renowned research. In addition, due to open architecture I have access to non-Merrill professional money managers and funds. This allows me to choose the best recommendations for each client's needs and risk preferences.
On a confidential basis, I work with each client, their legal and tax advisors. After thoroughly understanding their needs, objectives and unique financial complexities, investment strategies are designed and tailored. This is a dynamic process that is reviewed to maximize return and minimize risk.
With over 30 years experience as an investment professional including 21 years at Merrill Lynch Global Private Client Group, I have worked as stock and bond analyst as well as private placements and corporate finance.
|I received my MBA in Finance/Marketing from the University of Chicago and BA in Music from Illinois Wesleyan University. I have completed the Certified Public Accountant exam, but I am not acting as a CPA nor give tax advice in my role at Merrill . In addition, I received estate planning accreditation through the Canon Trust School and focus on estate planning issues.
Previous positions include Vice President of Princeton Bank and Trust Private Bank Trusts and Investments, Stock Analyst with Deutsche Bank Investment Strategist, Corporate Finance Officer at Chase Manhattan Bank, Bond Analyst for Private Placements at MetLife Insurance.
2011 Chartered Retirement Planning Counselor (CRPC®) designation
2012 CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
2012 Certified Divorce Financial Analyst™ (CDFA™) designation
As a resident of Princeton, I served on the board of StonyBrook Millstone Watershed (1997-2002), as Treasurer (1998-1999) and Advisory Board member (2002-2011). In addition, I am a member of the Greater Princeton Junior League (Treasurer 2001-2004), and NYC DAR.
*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is equity research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.
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Illinois Wesleyan University
University of Chicago
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