Mr. David B. Miller ’04 – Charlotte, NC
As the founder and Managing Partner of Auctus Advisors LLC, Mr. Miller maintains overall responsibility for all client outcomes. Mr. Miller began his career as an analyst with an investment management firm in Washington DC where he researched and analyzed portfolio holdings. In 2005, he joined Northwestern Mutual and a d/b/a of the firm, Powell Financial, that he later helped take private in 2007.
Mr. Miller spent 9 years as a partner at Powell Financial where he oversaw the firm’s planning and investment process. In 2015, he became Managing Director of MBL Advisors, A McColl Brothers Lockwood Company, where he led the family office wealth management practice.
In 2018, based on the desire to be a fee only investment advisory firm, Mr. Miller founded Auctus Advisors and amicably spun out his wealth management practice, retaining key members of his team.
Mr. Miller earned his BA degree from Pfeiffer University; attending on a 4-year soccer scholarship. He then earned his MBA in Finance from East Carolina University’s College of Business. Mr. Miller holds the Accredited Investment Fiduciary designation issued by the Center of Fiduciary Studies, as well as his Series 65 and Life, Health and Long Term Care license.