Amy Miller, CFP®

SVP -Advisor at Wealthspire Advisors

West Hartford, Connecticut, United States Contact Info
786 followers 500+ connections

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Experience

  • Wealthspire Advisors Graphic

    SVP - Advisor

    Wealthspire Advisors

    - Present 2 years 6 months

    West Hartford, Connecticut, United States

  • Private Capital Group, LLC. Graphic

    Financial Advisor

    Private Capital Group, LLC.

    - 7 years 5 months

    West Hartford, CT

    I work with a variety of clients by assisting them with organizing and committing to their financial goals. I have a special interest in helping women, especially women in transition due to retirement, divorce, or a death in the family, because of their unique financial needs. I am also the primary resource in the firm for wealth management planning and investment research selection.

  • Member Board Of Directors

    Estate & Business Planning Council of Greater Hartford

    - 2 years 1 month

  • Webster Bank

    Webster Bank

    13 years 4 months

    • Webster Bank Graphic

      VP - Wealth Advisor

      Webster Bank

      - 2 years 7 months

      Hartford, Connecticut Area

       Provide banking and investment advice to wealthy families and individuals, senior corporate executives and business owners.

    • Webster Bank Graphic

      VP - Private Banking Operations

      Webster Bank

      - 10 months

      Hartford, Connecticut Area

       Worked directly with the head of Webster Private Bank to expand our private banking presence in the market, to include the hiring of additional staff, creation of a dedicated product set, referral programs with line of business partners and creation and execution of a marketing plan.

    • Webster Bank Graphic

      VP - Chief of Staff to the Chief Financial Officer/Chief Risk Officer

      Webster Bank

      - 1 year 10 months

      Waterbury, CT

       Drove the implementation of strategic initiatives, completion of special projects as well as monitoring and assuring regular progress/performance across all areas of the organization.
       Led a project team to expand Webster’s presence within Westchester County, NY to include creation and implementation of a marketing plan, expanding the sales staff and securing and building out of a regional headquarters in White Plains.

    • Webster Bank Graphic

      VP- Sr. Compensation Analyst

      Webster Bank

      - 1 year 2 months

       Served as a Compensation Consultant to leadership across the organization, advising on matters such as market pricing, incentive planning and organizational design.
       Revised and led the incentive plan design process in an effort to gain consistency and simplicity across all line of business production plans.

    • Webster Bank Graphic

      VP- Sr. Human Resources Business Partner

      Webster Bank

      - 7 years 3 months

      • Sr. Business Partner to Retail Banking, comprised of 181 branch offices, contact center, small business banking and investment services, equaling 1700 employees. Directly managed 1 HR Generalist.

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