Miri is a dedicated Financial Adviser, working with individuals, families, and business owners to organize and simplify their financial lives. With a focus on education and empowerment, she is passionate about providing tools to help fulfill their hopes and dreams.
Whether your goals are to save for retirement, education, estate planning strategies, or risk protection, she can customize a strategy for your specific needs.
I’ve enjoyed taking on new challenges and responsibilities throughout my career, including positions with Wells Fargo Advisors, Smith Barney and PNC Investments. I currently hold Series 7 & 66 Registrations, Life, Health & Accident Insurance Licenses and have received the CRPC® and CRPS® designations.
A native of Bergen County, NJ, I live in Mahwah with my husband and daughter and serve as a Director of the Mahwah Regional Chamber of Commerce. I am also passionate about supporting our community, and volunteer with several local non-profits.
Securities offered through Securities America, Inc., member FINRA/SIPC and advisory services offered through Securities America Advisors, Inc., Miri Upton, Representative. Synergia Financial Group, LLC and Securities America are unaffiliated. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.