Allison Miller, CFP®, AIF® joined Armor in 2019 and serves as a Financial Planner supporting the firm’s goal of providing holistic financial planning and wealth management services to our clients. Allison leads the Armor Gives Back Program and oversees the implementation and upkeep of 401(k) plans managed by Armor.

Prior to Armor, Allison was a Financial Planning Associate for a large independent RIA in the Baltimore area and became a subject matter expert in the 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.

Allison graduated from Virginia Polytechnic Institute & State University in 2016 with a degree in Applied Economic Management with a focus on Financial Planning. In early 2020, Allison passed the Certified Financial Planner exam and is a CERTIFIED FINANCIAL PLANNER™ professional. In 2021, Allison obtained the Accredited Investment Fiduciary® designation.

In her spare time, Allison enjoys being outdoors, exercising, listening to music, and playing with her three dogs: Popeye, Quaid and Jonas.

Connect with Allison on LinkedIn.