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Ashley Miller
Work history
Avantax
Supervisor, Client ServicesCurrent (over 4 years)USAA
Investment Representative/ Specialized Member ServicesAug 2019 - Jul 2020 (11 months)Charles Schwab
Schwab Estates Services SpecialistOct 2017 - Feb 2019 (over 1 year)Fidelity Investments
High Net Worth Associate/ Full TraderJul 2015 - Sep 2017 (about 2 years)First Command Financial Services, Inc.
Brokerage Operations SpecialistOct 2013 - Jul 2015 (almost 2 years)
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Description
Since 1983, we’ve partnered with financial professionals, CPAs, and other tax professionals to help clients pursue better after-tax results and grow their business.
Company phone+19728706000
Company websiteavantax.com
LocationDallas, Texas, United States, 3200 Olympus Blvd
Industryfinancial services
Employees620
Founded at1983
Annual revenue880M
Twittertwitter.com/Avantax_Wealth
LinkedInlinkedin.com/company/avantax
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