Client Experience Director
DeAnna Miller is a Client Experience Director for Proquility Private Wealth Partners.
Joining Proquility, DeAnna brought along her strong listening and problem-solving capabilities, honed through many years of delivering exceptional client service at FORM Wealth Advisors. She thoroughly enjoys building relationships with clients and helping them work towards achieving their goals.
Before her transition to Proquility, DeAnna served as a Client Service Advisor at FORM Wealth Advisors, where she worked on client account management, planning, and reviews. In addition, she oversaw compliance and benefits for this Independent Registered Investment Advisor (RIA). Her unparalleled ability to understand clients’ needs and address them meticulously makes her a perfect fit for her client experience role at Proquility.
DeAnna holds the Registered Paraplanner (FPQP) and Accredited Wealth Management Advisor (AWMA) professional designations. She received her Associate Degree in Business Administration from Madison Business College.
DeAnna currently resides in Elkhorn, Wisconsin where she enjoys spending time with her husband, Doug, and their two grown daughters. Recently, she embraced the joy of becoming a new grandmother, and DeAnna treasures every opportunity she gets to spend with her grandson.