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ReKeithen Miller, CFP®, EA

Client Service Manager
Portfolio Manager

ReKeithen Miller, CFP®, EA, is fully involved in the broad range of services we offer clients, from tax and financial planning to investment management and insurance consulting. He has been directly engaged in cross-border tax planning issues for our international clients, estate tax preparation and planning, bookkeeping and bill payment services, and business acquisitions planning, among other client services. He also serves as a member of the firm’s investment committee. ReKeithen started his career at Palisades Hudson in the Fort Lauderdale office in 2007 as an associate. He has been based out of the firm’s Atlanta office since 2008, and became a client service manager in 2011.

ReKeithen is a CERTIFIED FINANCIAL PLANNER™ certificant and an Enrolled Agent. He is also a member of the Financial Planning Association of Georgia, and is regularly quoted as an expert by national publications, including Barron’s, Kiplinger’s Retirement Report, Fox Business, U.S. News & World Report and CBS MoneyWatch.

A regular contributor to the firm’s Sentinel newsletter, ReKeithen’s recent articles have included “Addressing Diminished Capacity: Recognizing and Protecting Against Financial Exploitation” (February 2017, online edition), “The EB-5 Program: What Foreign Investors Should Consider” (March 2016, online edition), “Retirement Plan Options For The Self-Employed” (June 2015), “Bonus Clawbacks: Tax and Financial Planning Issues” (February 2014, online edition) and “Keeping Your Eye On Your Target-Date Fund” (August 2013, online edition). He is also the author of Chapter 14, “State Income Taxes,” in our firm’s book, Looking Ahead: Life, Family, Wealth and Business After 55.

ReKeithen holds a B.S. in finance with a minor in entrepreneurship from the University of Florida, where he graduated with honors. He is a native of Tallahassee, Florida.

Phone:

(678) 500-8620

Fax:

(678) 306-3718

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