Cfp® Leslie Miller

Leslie Miller, CFP®, CFA, serves as Partner and Senior Portfolio Manager at Private Wealth Asset Management, LLC, an independent registered investment advisor based in Omaha, Nebraska. In this leadership role, Leslie is responsible for managing customized investment portfolios and delivering strategic wealth management solutions tailored to private clients, families, and institutions.

With an extensive background that includes previous roles as Senior Portfolio Manager at U.S. Bank Private Wealth Management and Senior Vice President, Senior Investment Strategist at Wells Fargo, Leslie brings expertise across multiple asset classes, including equities, fixed income, and alternative investments. Her advisory work emphasizes a holistic, client-centric approach with a focus on high-net-worth individuals, multi-generational wealth, and specialized strategies for retirement and legacy planning.

Leslie holds an MBA with a concentration in Accounting and Finance from Vanderbilt University, a BBA in Finance from The University of Texas at Austin, and has undertaken additional graduate study in Gerontology at the University of Nebraska at Omaha. Her professional designations, including the CFA and CFP® credentials, underscore her commitment to excellence and fiduciary standards in investment management and financial planning.