Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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 monitored 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.
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Illinois Wesleyan University
University of Chicago
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1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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We will work to help you stay on track, regardless of what the markets are doing.