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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Armor Investment Advisors, LLC | Partner | Jan 2022 to Present | — |
| Armor Investment Advisors | Wealth Advisor | Apr 2020 to Present | — |
| Armor Investment Advisors | Associate Wealth Advisor | Aug 2019 to Apr 2020 | — |
| WMS Partners | Financial Planning Associate | Jan 2019 to Jul 2019 | — |
| WMS Partners, LLC | Advisory Associate | Jan 2017 to Jan 2019 | — |
| WMS Partners, LLC | Financial Planning Intern | May 2016 to Dec 2016 | — |
| Kroger | Drug GM Clerk | Sep 2013 to May 2016 | — |
| Gap Inc. | Sales Associate | Apr 2008 to Jan 2015 | — |
Education
Virginia Polytechnic Institute and State University
Bachelor of Science (B.S.)
2010 — 2016