Yodle Authors

Stephen Miller CFA, CFP, is the Director of Advisory Services at Hayden Harper – Charlotte. Miller has more than 10 years of wealth planning and investment management experience with private clients, and is responsible for the advice and planning delivery for all advisory clients. Prior to his time with Hayden Harper, Miller served as Client Advisor for a New York metropolitan area wealth management firm, where he was responsible for providing investment management, tax and estate planning for client relationships totaling over $100MM in assets.Miller graduated from Baylor University with an undergraduate degree in finance and holds both the Chartered Financial Analyst and the Certified Financial Planner designations.