Steve Miller, Cfp®
About Steve Miller, Cfp®
Steve Miller is the Managing Director of the Sales and Experience Team at SEI in Chicago, Illinois, specializing in business and technology solutions for advisors.
Company
Steve Miller is currently affiliated with SEI, where he serves as the Managing Director of the Sales and Experience Team. SEI is an innovative financial services company headquartered in Oaks, Pennsylvania. Steve operates from Chicago, Illinois, where he leads initiatives aimed at supporting independent advisor businesses.
Title
Steve Miller holds the position of Managing Director at SEI. In this role, he spearheads the Sales and Experience team, leading efforts to enhance client engagement and streamline sales processes for SEI’s independent advisor clients.
Education and Expertise
Steve Miller achieved an AB in Government and Law from Lafayette College, where he also studied German. As a Certified Financial Planner® (CFP®), he holds the FINRA Series 7 and 66 licenses, underscoring his proficiency in financial planning and advising. His expertise spans business and technology solutions tailored for advisors.
Background
Steve Miller has a rich background in financial services, beginning his career at Delaware Valley Financial Group as a Financial Advisor from 2002 to 2006. He joined SEI in 2006 and has held various roles, including Internal Account Executive, Relationship Manager, Regional Director, and now Managing Director. He also briefly worked at GeoWealth as Vice President of Business Development in 2022.
Achievements
During his tenure at SEI, Steve Miller has significantly contributed to the company by leading the Central Region Sales and Experience Team. He has been instrumental in providing coaching and mentorship to SEI’s relationship management teams and consulting with advisory firm business owners on strategy and vision. His long-term commitment and evolving roles within SEI highlight his impact and leadership within the organization.