Shane Miller

Senior Manager | Wealth Management

Shane Miller
Office
Fort Worth
Direct Dial
817.259.9108
817.259.9101
817.259.9108
469.371.3973
Shane.Miller@wpwealth.com
Education

Bachelor of Business Administration, Texas Christian University

Shane Miller is a Certified Financial Planning professional (CFP), a Chartered Retirement Plan Specialist (CRPS), holds a Series 63 License – Registered Representative, a Series 65 License – Uniform Investment Adviser Law, Group 1 License – Texas Department of Insurance. Shane serves clients in the areas of wealth management, estate planning, risk management services, asset protection, insurance services, and comprehensive financial planning.

Experience

Whitley Penn Financial Services (2013 – Present)

  • Senior Manager (2017 – Present)
  • Manager (2015 – 2017)
  • Senior (2013 – 2014)

Fidelity Investments (2013)

  • Investment Consultant

Raymond James & Associates (2010 – 2012)

  • Financial Advisor

Areas of Practice Include:

  • Wealth Management
  • Estate Planning
  • Comprehensive Financial Planning
  • Qualified Plan Design
  • Asset Protection Consulting
  • Insurance Services
  • Investment Management
Professional Certifications
  • Certified Financial Planning professional (CFP®)
  • Chartered Retirement Plan Specialist (CRPS®)
  • Series 63 License – Investment Advisor Representative
  • Series 65 License – Uniform Investment Adviser Law
  • Group 1 License – Texas Department of Insurance
Professional Organizations
  • Financial Planning Association (FPA)
  • Fort Worth Business & Estate Council
  • CFP Certification Ambassador
  • Dallas Business & Estate Planning Council
Professional Board Service
  • TCU Young Alumni Board
  • Christ Chapel Manpower Service Group
  • SMU Financial Planning CAPE Alumni
  • Vision Fort Worth
  • Dallas Business Journal People on the Move
  • Neeley School of Business Young Alumni Board

 

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