Julie Miller | Wealth Management Advisor | Denver, CO | U.S. Bancorp Wealth Management

METRO_COMFINANCIALADVISOR in Denver Miki Miller

Wealth Management Advisor
U.S. Bancorp Investments

303.316.5947

Primary office
200 University Blvd
Denver, CO 80206

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For general account support, call 888-330-6918
ABOUT ME

 

It is my pleasure to serve the financial needs of people in Cherry Creek and throughout the front range of Colorado. My experience in the financial industry started in 1998 and I became a Wealth Management Advisor in 2006. I hold a Bachelor of Arts in Finance from University of Colorado, Denver.

I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

In my free time, I enjoy gathering with friends and family, camping, fishing, hiking and home improvement projects. I also enjoy watching my stepson play baseball and am often at the ballfield most weekends.

Area of focus

Investment planning

Insurance protection planning

Retirement plan distribution planning

Executive compensation planning

Business succession planning

Charitable gifting strategies

Executive/trustee planning

Legacy planning

Goals-based wealth management

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About Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated wealth professional, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank wealth specialists offer trust and estate and wealth management banking services while our U.S. Bancorp Investment professionals provide wealth planning, investments and insurance support.