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

Mary Voll Miller, CFP®

CDFA

Partner / Financial Advisor

Per Stirling Capital Management, LLC

4800 Bee Cave Rd
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 Per Stirling Capital Management, LLC in Austin, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

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

Insurance Licenses

  • Life insurance: TX,AZ
  • Health/disability insurance: TX,AZ
  • Fixed annuities: TX,AZ
  • Variable annuities: TX,AZ

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Advisory services offered through Per Stirling Capital Management, LLC. Brokerage services and securities offered through B. B. Graham & Co. Inc., member of FINRA/SIPC. Per Stirling Capital Management and B. B. Graham & Co. Inc. are separate and otherwise unrelated companies.

Financial Advisor's Specialties

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

More

Helpful Financial Planning Resources