Lisa D.Miller, CFP®, ChFC®, CDFA™, RICP®
Equitable Advisors, LLC
120 Madison Street, Suite 1900
Syracuse, New York 13202
4100 Old Vestal Road
Vestal, New York 13850
B.S., Accounting Business Management
About Lisa Miller:
Lisa has been with Equitable (formerly AXA) Advisors since 2002. Prior to Equitable Lisa spent 15 years as a Controller specializing in helping small businesses reorganize after a financial change. A Financial Advisor since 2009, Lisa helps individuals and business owners develop and implement personalized strategies towards achieving their financial goals. Providing guidance, financial education and encouragement throughout the process.
Her professional designations include, CERTIFIED FINANCIAL PLANNER™ professional, Chartered Financial Consultant®, Certified Divorce Financial Analyst, and Retirement Income Certified Professional®. Lisa is trained in both Interdisciplinary Collaborative Practice and Basic Mediation and is a member of the Institute for Divorce Financial Analysts.