Shane Miller

Senior Manager | Wealth Management

Shane Miller
Direct Dial
817.259.9108
817.259.9101
817.259.9108
469.371.3973
shane.miller@wpwealth.com
Education

B.B.A. Entrepreneurial Management minor in Japanese – Texas Christian University, 2010

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 LLP (2013 – Present)

  • Senior Manager – WPWealth LLP (2017 – Present)
  • Manager – WPWealth LLP (2015 – 2017
  • Senior – WPWealth LLP (2013 – 2014)

Fidelity Investments (2013)

  • Investment Consultant – Fidelity Investments (2013)

Raymond James & Associates (2010 – 2012)

  • Financial Advisor – Raymond James Inc. (2010 – 2012)

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
Board and Community 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