Shari Miller, AIF®

Shari Miller, AIF®

LPL Financial Advisor | LPL Registered Principal

Shari brings over 30 years of experience focused on helping clients pursue their financial goals. She emphasizes having an open and honest relationship with clients, listening to their questions and concerns in order to fully understand their needs and to help them reach their financial goals. With a degree in education from Kansas State University, Shari has the experience and ability to break down complex financial matters to help clients fully understand how to best manage their financial lives.

Shari moved to New York City in 1985. It was there that she began her career in financial services while working on Wall Street for Kidder Peabody & Co. After 5 years in New York, she sought out a more personal touch with clients and subsequently left Wall Street to begin working as an independent advisor with LPL Financial. In 2002, Shari joined forces with Michael Dorvillier and founded Symbio Financial Partners. Together Michael and Shari have built one of the most successful, comprehensive, financial planning practices at LPL Financial. Symbio Financial Partners currently ranks amongst the top 6% of practices at LPL.* 

Shari has received the following awards and recognition:

  • 2021 & 2024 Forbes Top Women Wealth Advisors** 
  • 2022 member of the LPL Ambassador Council and was chosen to this team of 20 from out of over 21,000 LPL Advisors
  • Recipient of the Five Star Wealth Manager awards***
  • Accredited Investment Fiduciary since 2010

Born and raised in Kansas, Shari’s love for warm weather and being outdoors drew her to San Diego and she is passionate about giving back to the San Diego community. She serves as the 2022-2023 President of the Board of the San Diego Women’s Foundation which is a non-profit that has granted over $4 million benefiting over 85 non-profit organizations in the San Diego area. She also volunteers at the San Diego Yacht Club and in the past has been a mentor for Just in Time for Foster Youth. Shari and her husband Chris founded the non-profit West Coast Beach Volleyball in 1991 and provided tournaments to many amateur and professional players for over 10 years. She still plays volleyball, and it has become a family affair with her daughter, Kyana having played at the collegiate level for Towson University in Baltimore, Maryland. Shari and her husband of over 30 years, Chris reside in Carmel Valley. Their daughter Kyana has followed in her mom’s footsteps and currently resides in New York City and works in the event planning industry.

*Membership in LPL Financial Chairman’s Club is based on year-end production is reserved for top achievers and represents less than 6% of all LPL Financial advisors.

**The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and a lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

***Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.  Wealth managers do not pay a fee to be considered or placed on the final list of 2012, 2013, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, and 2024 Five Star Wealth Managers.