Seth Miller, CFP®, CEPA
Seth transforms complex financial concepts into clear strategies for families and business owners. His approach brings together investment strategies, tax considerations and estate planning through close collaboration with clients' CPAs, attorneys and trusted advisers. He understands that financial planning extends well beyond investment selection. Seth graduated from Hanover College in 2011 and began his career in financial services with Edward Jones. He built a strong practice there, earning client trust through personalized wealth management strategies and advancing to Limited Partner before transitioning to Carnegie Private Wealth.
He earned the CERTIFIED FINANCIAL PLANNER™ certification in 2019, strengthening his expertise in comprehensive financial planning. Seth holds Series 7 and 66 Securities registrations through LPL Financial. He also carries the Certified Exit Planning Advisor (CEPA) designation, which equips him to help business owners plan and execute successful transitions while maximizing value.
Phone: 704 -733- 6904 | Email: seth.miller@CarnegiePW.com | Website: www.carnegiepw.com
