Sign in
Allison Miller

Allison Miller

Partner at Armor Investment Advisors, LLC

Chapel Hill, NC , United States

About

Allison R. Miller, CFP®, AIF®, CDFA®, is a Partner at Armor Investment Advisors, LLC in Chapel Hill, NC, where she provides comprehensive wealth management and financial planning services. Her responsibilities include advising high-net-worth clients, business owners, and retirees on strategies to grow and protect their investments in alignment with their life goals. Her advisory work spans asset allocation, retirement planning, and tax-efficient investment management, with a particular focus on navigating complex financial transitions such as inheritances, business sales, and settlements.

Miller's investment expertise includes multi-asset portfolios, with deep experience in equities, fixed income, alternative investments, and retirement accounts. She is notably credentialed as a Certified Financial Planner (CFP®), Accredited Investment Fiduciary (AIF®), and Certified Divorce Financial Analyst (CDFA®), positioning her to serve clients in sectors including personal wealth, business succession, and divorce financial planning.

Prior to her partnership role, Allison advanced within Armor Investment Advisors as a Wealth Advisor and Associate Wealth Advisor, developing a strong reputation for delivering client-centric strategies. She holds a Bachelor of Science from Virginia Polytechnic Institute and State University, and is recognized for her rigorous fiduciary standards and commitment to empowering clients through education and tailored financial solutions.

Career History

OrganizationRoleDate RangeDetails
Armor Investment Advisors, LLCPartnerJan 2022 to Present
Armor Investment AdvisorsWealth AdvisorApr 2020 to Present
Armor Investment AdvisorsAssociate Wealth AdvisorAug 2019 to Apr 2020
WMS PartnersFinancial Planning AssociateJan 2019 to Jul 2019
WMS Partners, LLCAdvisory AssociateJan 2017 to Jan 2019
WMS Partners, LLCFinancial Planning InternMay 2016 to Dec 2016
KrogerDrug GM ClerkSep 2013 to May 2016
Gap Inc.Sales AssociateApr 2008 to Jan 2015

Education

Virginia Polytechnic Institute and State University

Bachelor of Science (B.S.)

2010 2016

Skills & Expertise

Microsoft Office
Teamwork
Microsoft Word
Visual Merchandising
PowerPoint
Research
Microsoft Excel
Communication
Public Speaking
Merchandising
Customer Service
Retail
Cashiering
Loss Prevention
Sales