$1.9B Omaha private bank team joins Private Wealth. Meet the team here →

$1B St. Louis private bank veterans leave large bank to join Private Wealth Asset Management. Learn more here →

Leslie Miller

Partner & Senior Portfolio Manager, CFA, CFP, CTFA

Years of Experience: 30 years

Educational Background

University of Texas at Austin, BA, Business Administration
Vanderbilt University, MBA
University of Nebraska Omaha, MA, Gerontology – Enrolled

Designations/Certifications/Classes

CFA, CFP, CTFA

Other Notable Information

Leslie specializes in portfolio management and trust and fiduciary services.
Working primarily with clients of retirement age, Leslie excels at providing holistic, thorough financial and estate planning guidance for seniors.
Leslie is dedicated to ensuring that her clients comprehend the full scope of their plans. Because people often do not understand their fiduciary responsibility and liability of their power of attorney and trustee, she advocates strongly for the use of a corporate trustee.
Stirred by her personal experience navigating the complex legal, medical and financial challenges resulting from her parents’ dementia, Leslie is currently pursuing her master’s degree in gerontology.

Investment Advisory Services offered through Private Wealth Asset Management
411 6th Ave. SE, Suite 360, Cedar Rapids, IA 52401
www.privatewealth.com

This website is offered for information purposes only and should not be construed as an offer of personal investment advice. This website does not take into account your particular investment objectives, financial situation, or needs and does not create a binding obligation on Private Wealth Asset Management or its representatives to enter into any transaction with you. Use of any specific strategy or particular investment advice does not assure a profit or avoidance of loss. Past performance is not indicative of future results.

This website is not intended to offer tax advice. Please consult with your tax professional for details specific to your situation.

Private Wealth Asset Management does not offer insurance policies or other insurance services. We may make recommendations of a particular insurance broker. We do not receive payments for such referrals.

Private capital and pre-IPO investments are not registered with the Securities and Exchange Commission or any state securities regulator. These investments are generally considered to be long-term, illiquid investments which sometimes carry minimum holding periods and a market for sale or liquidation may not be readily available. Liquidation prior to the end of an investment term generally yields less than originally invested. These investments are subject to special suitability requirements and screening. This process may result in you not being selected as an investor.

There is no form of partnership or legal affiliation between Fidelity Investments and Private Wealth Asset Management nor is such a relationship created or implied by the information herein. Fidelity Institutional® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1035216.1.0

Private Wealth provides some of these services directly. In cases where it does not, Private Wealth will collaborate with outside service providers to create solutions for the client. Services provided by PW are described in Form ADV Part 2A and the client’s Financial Services Agreement. In the event Private Wealth uses other providers, the client will pay that provider directly. This is in addition to any advisory fees the client pays to PW. PW may have pre-existing business relationships with selected service providers; PW does not receive any referral fees, percentages of payments by clients to service producers, or any other form of compensation associated with selection of a particular service provider.

© 2023 Private Wealth. All rights reserved. Sitemap.