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Phillip Miller

CFP®*

Director

  • Partner

Phil Miller serves as a Director working in Pathstone’s Seattle, WA office. He is responsible for advising families on a variety of wealth management issues, including risk and cash flow management, tax, trust and estate planning, investment management, philanthropic and multi-generational family planning. Phil enjoys working collaboratively with his clients and their professional team to help them achieve their financial and life goals.

Phil has over 16 years of experience in wealth management. Prior to joining Pathstone, he was a Managing Director at Cornerstone Advisors, where he served as the lead advisor to many complex client relationships. Prior to Cornerstone, Phil worked at Russell Investments as a member of their Premier Client Group, serving institutional and private clients.

Phil holds the Certified Financial Planner™ designation and has passed the Financial Industry Regulatory Authority Series (FINRA) 7 and 66 exams.

Phil lives in Seattle, Washington with his wife and their two children. He serves as a board member on the Finance Committee at Assumption St. Bridget School, where his daughter attends. Phil is an avid sports fan, and loves taking his children to Mariners, Husky, Seahawks, and Sounders games.  During the summer they also go crabbing in the San Juan Islands.

 

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Group

Partner

Client Service Team

Investment Advisory

Certification

CFP®*

Office

Seattle, WA

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Phil Miller serves as a Director working in Pathstone’s Seattle, WA office. He is responsible for advising families on a variety of wealth management issues, including risk and cash flow management, tax, trust and estate planning, investment management, philanthropic and multi-generational family planning. Phil enjoys working collaboratively with his clients and their professional team to help them achieve their financial and life goals.

Phil has over 16 years of experience in wealth management. Prior to joining Pathstone, he was a Managing Director at Cornerstone Advisors, where he served as the lead advisor to many complex client relationships. Prior to Cornerstone, Phil worked at Russell Investments as a member of their Premier Client Group, serving institutional and private clients.

Phil holds the Certified Financial Planner™ designation and has passed the Financial Industry Regulatory Authority Series (FINRA) 7 and 66 exams.

Phil lives in Seattle, Washington with his wife and their two children. He serves as a board member on the Finance Committee at Assumption St. Bridget School, where his daughter attends. Phil is an avid sports fan, and loves taking his children to Mariners, Husky, Seahawks, and Sounders games.  During the summer they also go crabbing in the San Juan Islands.

 

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.