Please join us in welcoming Allison Miller, who joined Armor in August as an Associate Financial Planner. Allison supports the firm’s lead advisors in providing holistic financial planning and wealth management services to our clients.
From 2016 until 2019, Allison was a Financial Planning Associate for a large, independent RIA in the Baltimore area, and became a subject matter expert in the same financial planning software that we use while working with clients. She also supervised the onboarding process for new clients on behalf of a large team of advisors and utilized portfolio management and trading systems as the firm’s primary trader for 15+ advisors and portfolio managers.
In addition to her financial planning responsibilities, Allison also gained experience with supervising and training new financial planners and heavily assisted with various industry software implementations.
Allison graduated from Virginia Polytechnic Institute & State University in 2016 with a degree in Applied Economic Management.