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
  • WPWealth (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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