Meet Our Resident Financial Planner, Miri Upton

So, the saying goes  "Write it down, and it will come to fruition".  This is what brings me here, although I never expected to be in the financial services industry. 

My goal was to finish college and pursue a Masters in Social Work.   I had all of my applications ready to go when something struck me and I thought, “you’ll be in school for the next couple of years...what if you don’t like it?”.  

Instead of heading back to school, I did what most college grads did...I looked for a job. I thought I knew what I wanted to do. Little did I know it would take me on such an adventure. 

While working in an industry I didn’t care for, I met my financial adviser.  I had vacation time that was the “use it or lose it” type and I went to him and asked him to find me something at his firm.  Six months later I started my career in financial services.  The first task I was assigned was to write a 1, 3 and 5 year business plan for myself.  What I wanted to do, goals I wanted to set and growth within the company and beyond.  I thought, this is ridiculous. I wasn’t planning to stay long term.  This was just to take me on to my next move.

Here I am 15 years later.  It’s been an awesome journey.  I’ve met great people, made amazing connections and have learned a ton. 

Miri Upton is a dedicated Financial Adviser, working with individuals, families, and business owners to organize and simplify their financial lives. With a focus on education and empowerment, she is passionate about providing tools to help fulfill their hopes and dreams. Miri currently holds Series 7 & 66 Registrations, Life, Health & Accident Insurance Licenses and have received the CRPC® and CRPS® designations. Whether your goals are to save for retirement, education, estate planning strategies, or risk protection, Miri can customize a strategy for your specific needs.

I’ve enjoyed taking on new challenges and responsibilities throughout my career, including positions with Wells Fargo Advisors, Smith Barney and PNC Investments. Securities offered through Securities America, Inc., member FINRA/SIPC and advisory services offered through Securities America Advisors, Inc., Miri Upton, Representative. Synergia Financial Group, LLC and Securities America are unaffiliated. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

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