Megan Miller, CFP®, CDFA

Senior Wealth Advisor, Managing Director

Boulder, CO

LET'S CONNECT

Designations

  • CERTIFIED FINANCIAL PLANNERTM
  • Certified Divorce Financial Analyst

 

Work Experience

  • Joined MAI in 2024 as a result of the acquisition of Harbor Wealth Management (HWM) where her roles included Principal, Chief Investment Officer, and Wealth Manager
  • At HWM Megan oversaw investment selection, monitoring and ongoing portfolio maintenance, was the chair of the Investment Committee as well as a member of the marketing and public relations team
  • Duties as a Wealth Manager included preparation of financial plans, managing investment portfolios as well as advising clients on their various planning needs
  • Megan worked as a stockbroker at Charles Schwab for two years before joining HWM

 

Life Outside of MAI 

  • Founded a young professional leadership team, Society 1902 whose goal is to engage younger members of the community to fundraise and raise awareness about the wonderful work of the Humane Society of Boulder Valley
  • Enjoys exploring and creating memorieswith her kids, Brooke and Jackon, and husband Brett
  • Enjoys volunteering and being an active member of her community.

 

Education

  • University of San Diego, Bachelor’s degree in Finance

We look forward to learning about your financial goals.

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