Steve Miller, CFP®

Steve joined the Private Banking Team in 2023. He has extensive experience in tailoring individual financial strategies for high-net-worth clients. He is well-versed in the financial needs of business owners and executives. In addition, to his thirty years in banking, Steve has Mortgage and North Carolina Insurance licenses. He earned the Certified Financial Planner designation in 2001. He is a graduate of Campbell University majoring in Trust and Wealth Management. A lifetime North Carolinian, Steve is married to Sara Lynn (Johnson) Miller from Raleigh, NC. Their daughter Madison graduated from NC State University, and their son Garrett, is a UNC-Charlotte graduate. When away from the office, the Miller’s enjoy travelling, golfing, and cycling.