Profile
“Clients tell me all the time that they feel more connected, more informed, and more confident because of those little touchpoints. It’s a way to educate, stay visible, and reinforce that I’m here for them – not just at review meetings, but all year round”
Megan Dorn, Dorn Wealth Management
As a financial advisor, Amy Miller serves a wide range of clients, from younger professionals starting their financial journey to pre-retirees who are focused on achieving financial peace of mind.
Miller is an advocate for helping people achieve financial empowerment. Many of her clients are successful couples and women experiencing significant life changes and who seek a trusted partner to help them regain their financial footing.
With her extensive background in banking and finance, Miller combines her analytical approach to problem-solving with empathy in helping people navigate life’s expected and unexpected milestones.
She is deeply involved in her local community, serving on the board of directors at the Aurora Foundation for Women and Girls of Greater Hartford, and the Board of Corporators at Hartford’s iQuilt Plan. She is also a member of the Estate & Business Planning Council of Greater Hartford and the Connecticut Women’s Council, both of which she previously served as a board member.
29 South Main Street, Suite 300, West Hartford, CT 06107
(860) 561 1162
amy.miller@wealthspire.com
linkedin.com/in/amy-miller-cfp®-22b93a8
wealthspire.com
Amy Miller
Senior Vice President and Financial Advisor Wealthspire Advisors
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Bio
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Profile
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Bio
Milestones
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Bio
Milestones
“My clients are more like family, and I want to make sure I can provide real value to them”
Megan Dorn, Dorn Wealth Management
2009–2011
2011–2012
2012–2014
2014–2022
2022–Present
VP, Chief of Staff to the Chief Financial Officer/Chief Risk Officer at Webster Bank
2009–2011
VP, Private Banking Operations at Webster Bank
2011–2012
VP, Wealth Advisor at Webster Bank
2012–2014
Financial Advisor at Private Capital Group
2014–2022
Senior Vice President and Advisor at Wealthspire Advisors
2022–Present
Assistant Vice President and Senior Broker at MJ Hall & Company since 2018
Present
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
As a founding member of WOW! (Women. Opportunity. Winning.), an employee resource group created for all women of Ryan Specialty, Phillips Topping has long championed for women in the industry.
“It’s very important to set an example and to not only inspire but mentor other females,” she adds.
In addition to her sharp marketing eye, the key to Phillips Topping’s success lies in her high-energy approach and positive attitude.
“As the leader of a team, it’s important to motivate and encourage your team members. People work very hard and do their best and it’s important to recognize these efforts. For my career overall, my attitude has been one of curiosity. The more you can learn, the better you’ll understand the business, and then the deeper your knowledge will become, making you a better team member.”
Chief underwriting officer of executive risk at Chubb
President of financial insurance solutions at Kemper
Chief underwriting officer at Axis Capital
CEO of global Insurance at Endurance
CEO of global Insurance at Sompo International
Despite facing industry biases, such as being mistaken for an assistant at events, she refused to let female stereotypes define her. Instead, she’s built a thriving network of women advisors and found a strong ally in Harbour Investments, which supports her growth as a leader, business owner, and mother.
Client satisfaction isn’t measured in Dorn’s office by closing ratios or one-time feedback – it’s reflected in loyalty, longevity, and referrals. Her communications strategy features handwritten and even hand-drawn birthday cards because in her words, “the little things matter”.
Another offering is short videos delivered a few times per month, providing quick updates on market changes, financial tips, or just simple reassurance during uncertain times.
She explains, “Clients tell me all the time that they feel more connected, more informed, and more confident because of those little touchpoints. It’s a way to educate, stay visible, and reinforce that I’m here for them – not just at review meetings, but all year round.”
Empowerment is an ambition of Dorn’s, believing that financial education leads to strong communities. However, she only works with individuals who match her values.
“I also don’t take on every prospective client who walks through the door. I’m intentional about making sure it’s a good fit on both sides,” she adds. “My clients are more like family, and I want to make sure I can provide real value to them. That means listening closely, being transparent, and never overpromising.”