Berry Miller specializes in the areas of business development consulting, representing professional firms and companies, conducting market research, developing prospecting strategies, and negotiating new client relationships.
Prior to creating his consulting practice, Mr. Miller served as a business development consultant in the field of Wealth Management and Private Client Services for three Tulsa banking institutions. Initially, as an independent marketing consultant, he provided market research, prospect development and sales processes for Avtax, Inc., (Property Tax Consultants) and Labor Consultants of America.
Mr. Miller has over 30 years experience in wealth and investment management, trusts, estates, and financial planning and marketing. His experience includes participation in investment management planning, and as a member of Private Client Service teams, offering investment and financial planning services to high net worth individuals, companies and charitable entities. He has management experience in the trust division of commercial banks and has participated in the development and start-up of an independent trust company.
Mr. Miller earned Juris Doctor and Business Administration (Finance and Management) degrees from the University of Oklahoma. He is a graduate of the Southwestern Graduate School of Banking at SMU and Cannon Financial Institute Investment Management Sales School.
Mr. Miller is a member of the Oklahoma Bar Association, the Tulsa Estate Planning Forum, the University of Tulsa Friends of Finance and is Past State Chairman of the Oklahoma Bankers Association Trust Division.
Within the Tulsa community, he has served on the board of directors of Tulsa Opera, Leadership Tulsa, the Will Rogers Rotary Club, Family and Children’s Services and President of Big Brothers and Sisters. He is a member of First United Methodist Church, currently serving as a member Strategic Planning Committee and the Men’s Ministry Steering Committee.