Peter J. Miller,  CFP<sup>&reg;</sup> - Financial Advisor

Peter J. Miller, CFP®

President

Zoe Wealth Management

301 McCullough Dr, Ste 400
Charlotte, NC 28262
FINANCIAL ADVISOR'S WEBSITE
(704) 909-2895 CONNECT WITH Peter
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General

Peter Miller is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Zoe Wealth Management in Charlotte, NC and the surrounding communities.

Financial Advisor Overview

The ancient Greeks used two words to define life. The first word, “bios” describes life in its organic state, and our English word “biology” is formed from it. The Greeks recognized, however, that “bios” was inadequate to describe the characteristics of a person’s life. Therefore, they coined the word, “zoe” that refers to a life animated with vibrancy and self-determination: it speaks of a life driven by purpose, zeal, and joy. Zoe, therefore, “is the state of possessing the absolute fullness of life.” Our aim is to help our clients discover ways to utilize their assets for the life they long to live, both now and in the future. Life’s for Living!

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: NC, SC
  • Health/disability insurance: NC, SC
  • Fixed annuities: NC, SC
  • Variable annuities: NC, SC

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities offered through LPL Financial, Member FINRA/SIPC

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Career Change, Estate Planning, Investment Management, Insurance, Life Planning, Retirement, Long-term Care, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources