Mary Voll  Miller,  CFP<sup>&reg;</sup> - Financial Advisor

Mary Voll Miller, CFP®

CDFA®

Partner | Senior Wealth Advisor

Mission Wealth

901 S Mopac Expressway, Barton Oaks V Suite 250
Austin, TX 78746
FINANCIAL ADVISOR'S WEBSITE
(512) 623-4004

General

Mary Voll Miller is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Mission Wealth in Austin, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)
  • Other - Certified Divorce Financial Analyst

Insurance Licenses

  • Life insurance: TX
  • Health/disability insurance: TX
  • Fixed annuities: TX

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Insurance, Retirement, Long-term Care, Sudden Wealth, Nontraditional Households, Women's Finances

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