![Sally Victoria Miller](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Ms. Sally V.
Miller is an Associate Wealth Advisor at Kraft Asset Management LLC.
In this role, she assists the KAM wealth advisors with the management of client relationships and portfolios.
Ms. Miller also actively participates in the advanced planning process to address retirement, estate, and tax considerations.
She then uses this information for investment plan development, portfolio design, and the implementation and management of client portfolios.
She has over three years of experience as a trust advisor and has over five years of experience in the legal field.
She received her B.A., Political Science & Sociology degree from The University of North Carolina at Wilmington and a Master of Trust & Wealth Management degree from Campbell University.
Anciens postes connus de Sally Victoria Miller
| Sociétés | Poste | Fin |
|---|---|---|
Kraft Asset Management LLC
 Kraft Asset Management LLC Investment ManagersFinance KAM's services are based on long-term investment strategies incorporating the principles of Modern Portfolio Theory. The firm recommends diversified portfolios, principally through the use of evidence-based, asset class mutual funds. They select or recommend clients' portfolios of securities, principally broadly traded open-end mutual funds or conservative fixed income securities to implement this investment strategy. | Gestionnaire de Portefeuille-Actions | 01/01/2021 |
Formation de Sally Victoria Miller
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
1
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Kraft Asset Management LLC
Kraft Asset Management LLC Investment ManagersFinance KAM's services are based on long-term investment strategies incorporating the principles of Modern Portfolio Theory. The firm recommends diversified portfolios, principally through the use of evidence-based, asset class mutual funds. They select or recommend clients' portfolios of securities, principally broadly traded open-end mutual funds or conservative fixed income securities to implement this investment strategy. | Finance |
Campbell University
 Campbell University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The University of North Carolina at Wilmington
 The University of North Carolina at Wilmington Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
