Edie Miller is Compliance Manager at the firm. Her responsibilities include the daily management of compliance policies, procedures, testing, questions and issues that may arise. She has been with the firm since 2004 starting as a Financial Planning Associate moving to an Investment Operations role and then moving into the Compliance Manager role in 2014.
Prior to joining the firm in 2004, Edie began her financial career as a Retail Equity Trader with Tucker Anthony & R.L. Day in New York where she worked for 5 years. Upon relocating to Florida, Edie went to work as an Operations Manager with Raymond James & Associates for 11 years. She then moved on to Janney Montgomery Scott LLC as a Vice President, and Regional Operations Manager for 5 years before moving to New Hampshire.
Edie has her bachelor’s degree from Broward College and has earned an Investment Advisor Certified Compliance Professional (IACCP®) designation.
Edie lives in South Florida with her husband and their lab Henry. They are active members in their local Synagogue and are participants in the local Boys & Girls Club Chapter.
In her spare time, Edie and her husband enjoy going to Disneyworld with their kids and 4 grandchildren. They also enjoy relaxing at the beach, hiking, boating and working out at the gym together.