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Mark MillerSenior Vice President, Financial Advisor

  • 2010 Crow Canyon Pl, Suite 210
    San Ramon, CA, CA 94583

Mark became part of CAPTRUST in 2019 when Watermark Asset Management merged with CAPTRUST. He serves as a senior vice president and financial advisor responsible for providing investment advisory services and comprehensive wealth management services to high-net-worth individuals and families. Mark strives to create a place where investors can relax into a genuine relationship of trust with their advisors, knowing that their financial health is in good hands. Clients appreciate his authentic, easy nature and gift for insight. His wealth of experience in the financial industry is complemented by early career work in real estate, insurance, retirement, and investments.  

Mark enjoys working with entrepreneurs because he finds their stories fascinating and inspiring, and he’s driven to serve all clients with knowledge, care, and a sense of partnership. 

EDUCATION 

  • Bachelor of Arts from Stanford University
  • Master of Science from the College of Financial Planning