|“I take great pride and responsibility in helping our clients preserve and grow their wealth not only across market cycles, but across generations. I am passionate about building quality relationships with all of my clients and delivering expertise that gives them peace of mind to spend more time doing the things they love.”|
About grayson e. miller
Grayson Miller is a Managing Director with Oxford Financial Group, Ltd. In this role, Grayson provides multi-generational families of significant worth, business owners and select institutions customized and highly relevant wealth enhancement strategies. She works with clients to optimize their investment strategies and coordinate strategic outcomes with the family’s legacy plan. Grayson’s strong sense of relatability and commitment to exceeding client expectations fosters meaningful longstanding relationships.
Prior to joining Oxford, Grayson served as a Private Wealth Advisor at Goldman Sachs in Atlanta. Her focus was helping clients of substantial worth optimize their balance sheet ahead of, or immediately following, a liquidity event. She also served as a conduit to the broader resources and network of the firm and guided existing and new clients with private equity, philanthropy and lending strategies. During her time at Goldman, Grayson was involved with helping to grow various initiatives including ‘Women in the Lead’ and ‘Next Generation.’ Prior to her time at Goldman Sachs, Grayson worked on one of the top advisor teams in the Southeast at UBS that managed over $4 billion in assets. In that role she spent a great deal of time coordinating with family and business advisory teams to assist clients with philanthropic endeavors and exit planning. She also helped with family meetings and conversations around family governance, succession planning and wealth inheritance.
Grayson is a graduate of USC where she studied Psychology and Marketing.
Grayson is an avid traveler and particularly enjoys all things water and mountains — snow skiing, wakeboarding, slalom skiing and hiking. Grayson is a woman of faith and attends Peachtree Presbyterian Church and Buckhead Church.