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Shaun P. Miller
Shaun P. Miller
Financial Advisor
200 East State Street
Suite 304
Media, PA 19063
tel: 610-892-4416
toll free: 800-232-7977
fax: 610-565-7549
Email Me
Welcome Services Education Experience Associations
Welcome

As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs. Please feel free to call me at any time.
Services
  • LGBT Planning Services
  • Financial Planning
  • 401k Rollovers
  • Retirement Planning
  • Estate Planning
  • Insurance Services
  • Business Planning
  • Cash Management
  • Lending Services
  • Philanthropic Services
  • Executive Financial Services
  • Endowments and Foundations
  • Life Insurance
Education and Licensing
  • Bachelor of Science, 2001
    Neumann College
    Aston, PA
  • Master of Science - Education, 2003
    Neumann College
    Aston, PA
  • Series 7 - General Securities Representative
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • Life, Accident, Health, Long Term Care, Variable and Fixed Annuities Insurance Licensed
  • Financial Planning Associate Designation
    Kaplan
Business Experience
  • 2007 - Present: Morgan Stanley Smith Barney*
    Financial Advisor
    Media, PA
  • 2000 - 2007: Independent Landscape Contractor
  • 2005 - 2007: Drexel Hill Middle School
    Process Skills Teacher
    Upper Darby PA
  • 2004 - 2005: The Mathematics, Civics and Sciences Charter School of Philadelphia
    Teacher
  • 2000 - 2004: Kelly Services
    Teacher
Associations
  • Neumann University Alumni Association
    Executive Board Member
    Aston, PA
  • Knights of Columbus
    SS Simon & Jude Council - 11564
    West Chester, PA
  • Delaware County Chamber of Commerce
    Delaware County, PA
  • Pennies In Action
    Volunteer Committee Member
Bulletin Board
  • Are you being offered an early retirement package? Visit our Financial Planning link for the IRA Rollover Guide to Lump Sum Distributions.
  • To have a free Retirement Analysis constructed on your behalf, complete the Confidential Questionnaire available in Financial Planning and return to my attention.
  • You've worked hard to build your wealth for retirement. We can work with you to develop a plan so your wealth works just as hard, to help you get the most out of life after retirement.
Shaun P. Miller is licensed in the following state(s): DE, FL, MD, NC, NJ, PA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

Current Outlook (pdf)

How You Can Survive a Layoff (pdf)

Do You Have an Old Plan for a New Life? Getting the most out of your life insurance coverage (pdf)
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