Meet the Miller Wealth Management Team
Stephen Miller, CIMA®, CRPC®
Managing Partner, Senior Wealth Advisor
Education & Qualifications:
The University of Alabama, BSBA
Certified Investment Management Analyst, CIMA®
Chartered Retirement Planning Counselor, CRPC®
Series 66 Registered
Stephen was born and raised in Birmingham, Alabama and currently resides in Vestavia Hills with his wife Brittany and their two children.
Community Involvement:
Chairman of the Greater Birmingham Mayors’ Prayer Breakfast
Member of Oak City Church and Sunday School teacher
Sponsor of Foundry Farms, For a Good Turn, M-Power Ministries and Westminster School
James Miller, CFP®, CKA®
Managing Partner, Senior Wealth Advisor
James was born and raised in Birmingham, AL and currently resides in Vestavia Hills with his wife Caley and their four children.
Education & Qualifications:
The University of Alabama, BSBA
CERTIFIED FINANCIAL PLANNER, CFP®
Certified Kingdom Advisor, CKA®
Series 66 Registered
Community Involvement:
Member of Mountain Brook Community Church
Sponsor of M-Power Ministries, Foundry Farms, Libby’s Friends
Board member of The Christian Assistance Foundation
Parker Morris, CFP®
Wealth Advisor
Parker was born and raised in Birmingham, AL and currently resides in Mountain Brook with his wife Paige and their four children.
Education and Qualifications:
Auburn University, BSCE
CERTIFIED FINANCIAL PLANNER, CFP®
Series 66 Registered
Community Involvement:
Member of Oak City Church
Children’s Hospital of Alabama 2025 Committee of the Future Participant
Member of The Country Club of Birmingham
Tucker Bryan, AAMS®
Associate Financial Planner
Tucker was born and raised in Montgomery, AL. He currently resides in Mountain Brook.
Education and Qualifications:
Samford University, BSBA
Accredited Asset Management Specialist, AAMS®
Series 66 Registered
Community Involvement:
Redeemer Community Church
Member of the Phoenix Club of Birmingham
Alabama Wildlife Federation
TJ Davis
Client Associate
Our Core Values
Care
Placing the interest of our clients, and each other, before our own. Weekly prayer for each other and our clients.
Stewardship
Maintaining a perspective of responsibility with money, navigating the emotions of fear and greed
Honesty
Being transparent with one another and with clients, even if it’s not what they want to hear.
Unity
We believe the strength of our team relationships has a direct impact on the success of our practice, and therefore the success of our clients.
Accountability
Making sure each team member is completing their responsibilities. Helping clients stick to their long-term objectives.
EverSource Investment Committee
Mark Wesson, CFP®, CKA®
Chief Executive Officer
EverSource Wealth Advisors
Daniel Phillips CFA®, CFP®
Director of Investments
EverSource Wealth Advisors
Glenn Waddell
General Counsel
EverSource Wealth Advisors
About Miller Wealth Management
At Miller Wealth Management, we are committed to serving clients by helping them to steward their wealth for lasting life impact. As second generation business owners, we know the responsibility of stewarding a legacy, and we bring that perspective to our clients, many of which have built or inherited substantial wealth. As fiduciaries, we always place the interests of our clients before our own. For over three decades, our team has helped many individuals and families get their financial house in order, develop comprehensive financial plans, stay on track with their financial decisions and achieve their goals.
We specialize in:
Wealth Management
Insurance & Risk management
Lending
College Savings
Estate Planning
Philanthropy
Retirement Planning
Business Succession
Widowed & Single Women
Inherited Wealth
401(k) Rollovers
Life Insurance Payouts