MBA, CFP®, CDFA®, CRPS®
Sr. Wealth Advisor, Sr. Director
Cathy C. Miller began her career in financial planning in 1987, and co-founded Atlanta Financial Associates in 1992, a successful RIA which merged with Mercer Advisors in 2020. She specializes in working with individuals facing complex transitions, such as high-net-worth individuals transitioning into retirement, business owners planning their exit, or individuals facing divorce or the death of a spouse.
Cathy’s passion for helping others in their financial lives began when, at age 23, she lost her mother to a drunk driver. As she watched her father struggle to understand and take over the family finances while dealing with the loss of his life partner, she realized what a difference a financial advisor would have made in her family’s life.
Cathy has recently been featured on the 2021 Forbes list of America’s Top Women Wealth Advisors,* and is a multi-year recipient of the Women’s Choice Award® for Financial Advisors** (2014-2021), a distinction given to a select number of advisors in Georgia and across the nation. She has often been featured in the Wall Street Journal for receiving the Five Star Professional Wealth Manager*** award (2012-2021). She has been sought after for her experience and knowledge by various media outlets and has been quoted in publications including the Atlanta Business Chronicle, Atlanta Journal Constitution, The Wall Street Journal and FP Magazine. She has earned her CERTIFIED FINANCIAL PLANNER™ certification, Chartered Retirement Plans SpecialistSM (CRPS®) designation, and Certified Divorce Financial Analyst (CDFA®) designation.
Cathy has a special passion for developing leadership opportunities for young women. In support of that, she is currently the Treasurer and serves on the Board and Executive Committee of Girl Scouts of Greater Atlanta, and is an enthusiastic participant in Girl Scouts’ Camp CEO, which partners C-suite women as mentors with high school girls.
Cathy graduated magna cum laude and Phi Beta Kappa from The College of William & Mary. She then attended the University of North Carolina at Chapel Hill, where she earned a Master of Business Administration (MBA) while graduating second in her class.
Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation criteria/methodology). Unless expressly indicated to the contrary, Mercer Advisors did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Mercer Advisors by any of its clients.
*The ranking of the Forbes “Top Women Wealth Advisors” and “Best-In-State Wealth Advisors,” was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com.
**The Women’s Choice Award® Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices. The Women’s Choice Award Financial Program is based on 17 objective criteria associated with providing quality service to women clients, such as credentials, experience, and a favorable regulatory history, among other factors. Financial advisors do not pay a fee to qualify for the program. The inclusion of a financial advisor within the WCA Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified Inc. or its partners and affiliates and is no guarantee of future investment success.
***Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. In 2021, 3,254 Atlanta-area wealth managers were considered for the award; 265 (8% of candidates) were named 2021 Five Star Wealth Managers. These awards are not indicative of the wealth manager’s future performance. Your experiences may vary. For more information, please visit. www.fivestarprofessional.com.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The CDFA® mark is the property of The American College, which reserve sole rights to its use, and is used by permission. Chartered Retirement Plan SpecialistSM and CRPSSM are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.