David holds a bachelors degree in accounting from Stetson University Business School, class of 1977. David began his career with Northwestern Mutual in 1979, where he served as managing director for the Montgomery, Al office since 1982. He acquired his Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations in 1987 and was awarded the Accredited Estate Planner (AEP®) designation, by the National Association of Estate Planners & Council in 2012.
In the spring of 2014 David transitioned his practice to an integrated wealth management practice. Hand selecting a team of accomplished individuals David Miller joined the Wealth Management Company. As a wealth management advisor David and his team serve primarily high net worth individuals and affluent families. These individuals and their families face complex wealth management situations. David and his team take a holistic planning approach to client's individual needs and offer tailored goal oriented solutions, centered around wealth planning, wealth preservation, legacy funding, trust services and estate tax planning.
David has earned numerous industry awards including life membership in the Million Dollar Round Table. David also participates in a number of industry organizations, National Association of Insurance and Financial Advisors, Montgomery Estate Planning Council, and currently serves as President of the Central Alabama Society of Financial Service Professionals. He is also past president of the Northwestern Mutual District Agent Association.
Associations and Memberships
President of Montgomery Estate Planning Council
Member of Montgomery Chamber of Commerce