Karen Miley, CFP®

Investment/Portfolio Associate


Karen has over 15 years’ experience helping clients through complex processes, answering inquiries and troubleshooting issues to ensure clients remain focused on their long-term financial goals. Karen holds the CERTIFIED FINANCIAL PLANNER™ certification, having completed and maintained the educational, professional and ethical requirements of this prestigious professional designation. She started her career in 2000 with T. Rowe Price, with her last assignment in Advisory Planning Services. She joined Morgan Keegan in 2008 and became part of Raymond James when the two firms merged in 2012. A graduate of Mercer University in Macon, Georgia, Karen currently resides in Watkinsville, Georgia.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.