David P. Miller, CFP®, CPA

Managing Director, Private Client Group

David has over 30 years of experience providing services to clients in the field of income taxation. He has focused on income tax and planning concepts for trusts and private foundations for over a decade. David oversees the Family Office Administration Department in our Private Client Group. This group provides tax compliance and distribution planning services to our clients for trusts, foundations, and business entities. David plays a key role in designing and maintaining the firm’s internal database used to track these services.

David holds a Bachelor of Science degree from Central Michigan University with a major in accounting. Prior to joining Clearstead in 2004, David worked for public accounting firms including Peat Marwick and for a securities brokerage firm in Richmond, Virginia.

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We provide objective financial leadership through our fee-only advisory model. We do not offer proprietary products and receive no commissions from the investments we recommend: our only source of revenue is advisory fees we receive for financial advice. Our objectivity is central to the effective service we provide our clients.

Clearstead is an institutional and private client advisory firm that is relentless in providing solutions so our clients can exceed their aspirations and build stronger legacies for their families, their communities, and themselves.

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