Experience

Makes all the difference

Our clients enjoy a full range of services from Miller Marsden Wealth Management. From financial planning to individual investment management delivered by an experienced team with over 50 years of investment experience; Miller Marsden Wealth Management will guide you through your financial life while helping you make sound financial decisions and enjoying that which you strive to pursue.

Edward "Ted" Miller, CFP, CPM

Managing Director–Wealth Management

  • BS Mathematics – US Naval Academy '87
  • M.B.A Harvard Business School
  • Decorated Naval Aviator flying 32 Combat missions
  • Investment Banker with Merrill Lynch completing more than 70 transactions
  • 20+ years of experience
  • Ted is a member of the UBS Pinnacle Club which recognizes the firms top Financial Advisors
  • Perennial Barron’s Top Advisors List
  • Responsible for portfolio construction, and relationship management.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • MS
  • MT
  • NC
  • NE
  • NH
  • NY
  • OH
  • OK
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • WA
  • WI
  • WV

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Harvard Business School, MBA
  • U. S. Naval Academy, B.S. Mathematics

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Portfolio Manager®
3560 Lenox Road NE
28th Floor
Atlanta, GA 30326

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Stuart Marsden, CFP

Senior Vice President–Wealth Management

Financial Advisor

  • BA Economics – Virginia Tech
  • 20+ years of experience as a financial advisor
  • Stuart has earned the prestigious industry designation of Certified Financial Planner (CFP®) given by the Certified Financial Planner Board of Standards.
  • Focus: Investment management, financial planning, lending, insurance and relationship management

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MS
  • NC
  • NE
  • NH
  • NY
  • OH
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • WA
  • WI
  • WV

Education

  • Virginia Polytechnic Institute and State University, Bachelor's Degree in Economics

Credentials

  • CERTIFIED FINANCIAL PLANNER™
3560 Lenox Road NE
28th Floor
Atlanta, GA 30326

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Bonnie Suther

Senior Vice President–Wealth Management

Financial Advisor

  • BS Finance – Pfeiffer University 88’
  • 35 years of experience
  • Focus: Financial Planning, Investment, Philanthropy, Business Owner Exits, Professional Athletes
  • Passionate about helping people meet their goals and objectives and long-term relationship management
  • Pfeiffer University Vice Chairman, Board of Trustees

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • MS
  • NC
  • NH
  • NY
  • OH
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • WA
  • WI
  • WV

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Exit Planning Advisor
380 Knollwood Street
Suite 250
Winston-Salem, NC 27103

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Sara Phillips, CFP, CDFA

Senior Wealth Strategy Associate

  • B.S. Financial Management – Clemson University
  • Joined UBS in 2007
  • 20+ years of financial services industry experience
  • Sara has earned the Certified Financial Planner designation (CFP®)
  • Certified Divorce Financial Analyst®
  • Focus: Financial Planning, Investment Management and Relationship Management

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • MS
  • NC
  • NH
  • NY
  • OH
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • WA
  • WI
  • WV

Education

  • Clemson University, B.S. Financial Management

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Divorce Financial Analyst
3560 Lenox Road NE
28th Floor
Atlanta, GA 30326

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Ivelisse Vasquez

Client Associate

  • BA Business Administration, UTESA, Dominican Republic.
  • 13 years of Experience in Financial Services.
  • Fluent in Spanish
  • Focus on enhancing client experience, helping clients fulfill a variety of service needs.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MS
  • NC
  • NH
  • NM
  • NY
  • OH
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • WA
  • WI
  • WV
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

Email Me