Broker Check
Kaye Miller, CFP®

Kaye Miller, CFP®

Founding Member, Financial Planner

I began my career in the financial services Industry in 1981 advising clients on their Retirement Plans with VALIC and soon after becoming an Investment Advisor with the Brokerage Firm EF Hutton. I then made the transition to a new role where I could utilize the planning tools and resources to Lincoln Financial Advisors in 1985. I have enjoyed being with Lincoln for the past 38 years. My focus is helping my clients navigate the investment process and assist them to build a roadmap for retirement planning. I am committed to helping individuals, families and businesses grow, preserve, and distribute wealth. I take pleasure in helping my clients, the next generation, and in some cases third generation clients.

I am Series 6, 7, and 63 Securities registered and am also a CERTIFIED FINANCIAL PLANNER™ practitioner. I am an active member at Myers Park Presbyterian Church in Charlotte and I am a founding member of the Foundation for The Carolinas Women’s Impact Fund.

I have been married to my Husband Jim for 40 years and we have two children James and Lindsay. This year we welcomed our First Grandchild!

Certifications/licenses: 

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Series 7 Licensed Representative 
  • Series 6 Licensed Representative 
  • Series 63 Licensed Representative  
  • North Carolina Life, Health, and Long-Term care license