James Miller

MBA at Biltmore Wealth Advisors, Llc in Scottsdale, AZ

About

• Biltmore Wealth Advisors is a non-traditional, fee-only, wealth management firm in Scottsdale, Arizona that has won several industry awards as a top wealth manager. The firm provides the five (5) essential services to it's clientele: 1) Financial Planning, 2) Retirement, 3) Tax, 4) Investments and 5) Estate Planning. • Biltmore Wealth also specializes in providing retirement 401(k) solutions to Fortune 1000 companies.

Contact
Click for phone number
(480) 397-2400
Address
7373 E Doubletree Ranch Rd Suite 200 in Scottsdale, AZ 85258
Info
None specified

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Specialties

  • Equities
  • Estate Planning
  • Mutual Funds
  • Retirement Planning
  • Risk Management

Servicing

Credentials

Licenses

Series 7
Series 66

Associations

USC Marshall Business School - Board Member
Strategic Global Performance - Advisory Board Member
USC Alumni Board of Phoenix - Board Member

Certifications

Arizona Life & Health Insurance License

Accomplishments

Awards

Five Star Wealth Manager Award For 2013
Five Star Wealth Manager Award For 2014

Publications

3 Ways to Build Credit Without Using Credit Cards

Speaking Engagements

Money Matters
How To Invest in the New Normal
How to Invest in the New Normal
How to Invest in the New Normal
How To Invest in the New Normal
How To Invest in the New Normal
How To Invest in the New Normal
How to Invest in the New Normal
How to Invest in the New Normal
How to Invest in the New Normal
How to Invest in the New Normal

Background

Experience

Bond Trader
Portfolio Manager
Financial Advisor
Portfolio Manager and S.V.P.
Sr. Portfolio Manager and E.V.P.
Managing Partner
Founder & CEO

Education

Pepperdine University
University of Southern California - Marshall School of Business