Shane Miller

Senior Financial Planner

Shane Miller is an experienced Financial Planner with more than 20 years in the business.  Shane’s focus, as a fiduciary, is client centric. His goals are to truly understand the needs, comfort levels and objectives of the individual. With a passion towards helping and guiding investors, Shane is a great asset to the United team and our clients. Prior to starting with United Asset Strategies, Shane worked as Senior Financial Consultant at TD Ameritrade where he received many awards, including the Lifetime Achievement Award for his incredibly successful efforts in assisting clients with planning their financial future. That very success led Shane to be the regional lead, consultant, and mentor to his peers on how to assist investors with making well informed decisions on the various types of investments that are best for them.

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