Address
3540 Toringdon Way Suite 200
Charlotte, NC 28277
Jerome D. (Jerry) Miller, CFP®
Financial Advisor*, WealthPlan Financial Group
Office: 828.414.9441
Email: jmiller@wealthplanfinancial.com
Jerry received his BS from MIT in Electrical Engineering/Computer Science 1971, his MS in Management from MIT’s Sloan School of Management 1975 and his Certified Financial Planner designation 2006
He spent the first thirty years of his career in a variety of consulting and product management positions, mostly involved in improving the capacity and robustness of the U.S. data communications system. In 2002 he made the transition from modeling data flowing through wires to modeling income and outgo of dollars to illustrate how families might fare in the future and how to mitigate adverse events. He began this phase in the Washington D.C. suburbs, earning the CFP® certification in the process.
He has been supporting clients remotely for the last eight years and has a few local clients in NC. He is taking on a limited number of new fee-based planning clients and investment clients with a minimum of $50,000 of investable assets.
In 2015 he and his wife moved to Blowing Rock, NC where she runs a
small tax preparation firm filling the gap between chain services and CPAs.
In his spare time he enjoys running, biking, swimming, CrossFit, and recently, has taken up Olympic style weightlifting.
