DeAnna Miller joined FORM Wealth in 2014 after many years working in a family business. Her strength lies in listening, problem-solving and following through with dedication and accountability. As an Account Executive she works with the advisory team to help execute FORM Wealth’s detailed service and communication processes.
DeAnna holds Series 7, 66 and 9/10, Registered Paraplanner (FPQP) and Accredited Wealth Management Advisor (AWMA) designations. She also holds her health and life insurance licenses.
Deanna thoroughly enjoys building relationships with clients and helping them work towards achieving their goals.
DeAnna is originally from Delavan, Wisconsin and now lives in Elkhorn with her husband Doug. They have two grown daughters and cherish family time whenever they can. DeAnna is an avid reader and actively supports her community through charity work.
Credentials and Educational Highlights
- Registered Paraplanner
- Accredited Wealth Management Advisor