Daniel Miller of Bernstein Private Wealth Management is a member of XPX Atlanta

Daniel Miller

Vice President

Atlanta, Georgia

Professional Profile

Call Me When

Call Me When... You want to quantify advice you are giving to business owners - to give them confidence to move forward

Contact Method

daniel.miller@bernstein.com

Profession

  • Wealth Manager
  • Professional Certifications

    Functional Expertise

  • Business development
  • Capital markets
  • Employee benefits
  • Entrepreneurship
  • Equity
  • ESOPs
  • Estate planning
  • Fiduciary
  • Financial Modelling
  • Investments
  • Lending
  • Private equity
  • Retirement
  • Sales
  • Tax
  • Transaction advisory
  • Trusts
  • Exit/Transition Planning
  • Business Focus

    Advising business owners on the financial part of their lives

    Transition Planning Certification

    Client Industries

  • Agriculture/Mining
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Education
  • Energy/Utilities
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
  • Client Results

    Membership

    Atlanta Individual

    Member Since

    Member for 1 Year

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

    I enjoy connecting and connecting with people, and my clients rely on me to do so