David W. Miller

David W. Miller

Shepherd Smith Edwards & Kantas, LLP
  • Stockbroker & Investment Fraud, Securities Law, Elder Law ...
  • Florida, Texas
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Biography

David Miller received his Bachelor of Arts degree in Economics and Political Science from Vanderbilt University. He received his Juris Doctor degree from the University of Houston Law Center, where he was a Lex Award recipient. As an associate attorney of Shepherd Smith Edwards & Kantas LTD LLP, Mr. Miller maintains an active securities arbitration and litigation practice. Mr. Miller has successfully represented individual investors, high net worth and institutional investors, corporate executives, regional banks and municipal issuers

Prior to beginning his law practice, Mr. Miller served as an officer in the corporate trust and investment banking groups at major financial institutions. During his career in the financial industry, he had extensive experience with exotic financial instruments while acting as an indenture trustee for collateralized debt obligations and mortgage backed securities. He has also worked with a major oil and gas corporation negotiating complex derivative contracts.

Practice Areas
Stockbroker & Investment Fraud
Securities Law
Elder Law
Estate Planning
Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills
Probate
Probate Administration, Probate Litigation, Will Contests
Additional Practice Area
  • Broker Misconduct
Fees
  • Contingent Fees
Jurisdictions Admitted to Practice
Florida
The Florida Bar
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Texas
State Bar of Texas
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4th Circuit
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U.S. District Court, Southern District of Texas
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Languages
  • English: Spoken, Written
Professional Experience
Partner
McCulloch & Miller, PLLC
- Current
Senior Associate
Shepherd Smith Edwards & Kantas, LLP
- Current
Contract Analyst
BP
-
ISDA Negotiator
Citigroup
-
Associate Vice President
Wells Fargo Bank
-
Associate Vice President
JPMorgan Chase
-
Education
University of Houston Law Center
J.D. (2009) | Law
University of Houston Law Center Logo
Vanderbilt University
B.A. (2001) | Economics & Political Science
Vanderbilt University Logo
Awards
Very Good Rating
Avvo
Leaders in the Law Award
Lawyers Best
Rising Star
Super Lawyers
Arbitration Award
FINRA
Professional Associations
Houston Young Lawyers Association
Member
Current
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State Bar of Texas
Member
Current
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Houston Estate and Financial Forum
Member
Current
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Public Investors Arbitration Bar Association
Member
Current
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Lawyers With Purpose
Member
Current
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Florida State Bar
Member
Current
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Publications
Articles & Publications
https://www.mcmfirm.com/files/david_miller-never_run_out_of_money.pdf
Healthy Aging Summit
Speaking Engagements
Expanding Your Practice to Incorporate Niches Your Competition is Overlooking, Legal Mastermind Podcast
Certifications
Accredited by the U.S. Department of Veterans Affairs
Certified Guardianship Attorney in Texas
Websites & Blogs
Website
David W. Miller's McCulloch & Miller, PLLC Website Profile
Website
David W. Miller's Website Profile
Website
Shepherd Smith Edwards & Kantas, LLP Website
Website
McCulloch & Miller, PLLC Website
Blog
Investor Lawyers Blog
Blog
Houston Estate Planning and Elder Law Attorney Blog
Videos
McCulloch & Miller is an Estate Planning and Elder Law Firm in Houston, Texas dedicated to keeping you one step ahead of life! Visit our website to learn more about... McCulloch & Miller | Houston Estate Planning and Elder Law Firm

McCulloch & Miller is an Estate Planning and Elder Law Firm in Houston, Texas dedicated to keeping you one step ahead of life! Visit our website to learn more about...

David Miller of McCulloch & Miller, an Estate Planning Law Firm in Houston, explains how often one should update their Estate Plan as major life events occur and the importance... Estate Plan Maintenance | How Often Should You Update Your Estate Plan?| McCulloch & Miller Explains

David Miller of McCulloch & Miller, an Estate Planning Law Firm in Houston, explains how often one should update their Estate Plan as major life events occur and the importance...

David Miller of McCulloch & Miller, an Estate Planning Law Firm in Houston, explains the steps you can take to ensure that all of your wishes are met after you... Estate Planning & Making Sure Wishes Are Met. | McCulloch and Miller| Houston Estate Planning Law

David Miller of McCulloch & Miller, an Estate Planning Law Firm in Houston, explains the steps you can take to ensure that all of your wishes are met after you...

David Miller of McCulloch & Miller, an Estate Planning Law Firm in Houston, discusses what to look for when researching an attorney to work with so that you can stay... How To Pick An Attorney | Lawyer Tips | Houston Estate Planning Probate & Elder Law Firm

David Miller of McCulloch & Miller, an Estate Planning Law Firm in Houston, discusses what to look for when researching an attorney to work with so that you can stay...

Please Like, Subscribe and Comment! In this video, Estate Planning Attorney David Miller discusses how to navigate through Medicaid Crisis Planning if you need skilled nursing care and are panicking... Medicaid Crisis Planning | McCulloch & Miller | Attorney David Miller explains

Please Like, Subscribe and Comment! In this video, Estate Planning Attorney David Miller discusses how to navigate through Medicaid Crisis Planning if you need skilled nursing care and are panicking...

Please Like, Subscribe and Comment for more content like this. Presented by Tom McCulloch Founder of McCulloch & Miller, PLLC. Attorney Tom McCulloch explains how and what you need to... Planning for the Day After Your Death | Texas Probate and Estate Planning Law| McCulloch and Miller

Please Like, Subscribe and Comment for more content like this. Presented by Tom McCulloch Founder of McCulloch & Miller, PLLC. Attorney Tom McCulloch explains how and what you need to...

Please Like, Subscribe and Comment! In this video, Probate Attorney David Miller discusses What Goes Through Probate and What Doesn't as well as certain Probate Avoidance Techniques during our Probate... Probate: What Goes Through Probate & What Doesn't? | Probate Law Firm | Houston, Texas Probate Law

Please Like, Subscribe and Comment! In this video, Probate Attorney David Miller discusses What Goes Through Probate and What Doesn't as well as certain Probate Avoidance Techniques during our Probate...

Houston, Texas - Learn about "do-it-yourself" wills and the issues you can potentially run into. COVID-19 has made a lot of people believe something is better than nothing, but at... Problem with Do-it-Yourself Online Wills |Attorney David Miller Answers Common Questions About Wills

Houston, Texas - Learn about "do-it-yourself" wills and the issues you can potentially run into. COVID-19 has made a lot of people believe something is better than nothing, but at...

David Miller of McCulloch & Miller, an Estate Planning Law Firm in Houston, explains what Medicaid is, how to become eligible for benefits, what the process entails, and some other... Senior Public Benefits Planning | Medicaid & Eligibility | Estate Planning Probate & Elder Law Firm

David Miller of McCulloch & Miller, an Estate Planning Law Firm in Houston, explains what Medicaid is, how to become eligible for benefits, what the process entails, and some other...

Houston, Texas - Learn why you shouldn't opt for a "do-it-yourself" estate plan. COVID-19 has made a lot of people believe something is better than nothing, but at what cost... The Dangers of a DIY Will - Houston Estate Planning Attorney

Houston, Texas - Learn why you shouldn't opt for a "do-it-yourself" estate plan. COVID-19 has made a lot of people believe something is better than nothing, but at what cost...

Learn from our experience of the in's and out's of the Texas Probate Process. Plus, managing partner David Miller will discuss the pitfalls to some general estate planning issues that... The Texas Probate Process - Webinar from McCulloch and Miller, Houston Texas

Learn from our experience of the in's and out's of the Texas Probate Process. Plus, managing partner David Miller will discuss the pitfalls to some general estate planning issues that...

Presented by David Miller, Managing Partner at McCulloch & Miller, PLLC. *Disclaimer: This video is not to be construed as legal advice or to create an attorney client relationship. Consult... Trusts 101 - Webinar from McCulloch and Miller, Houston Texas

Presented by David Miller, Managing Partner at McCulloch & Miller, PLLC. *Disclaimer: This video is not to be construed as legal advice or to create an attorney client relationship. Consult...

David Miller of McCulloch & Miller, an Estate Planning Law Firm in Houston, explains what a Power of Attorney is and why it is imperative that you have these important... What is a Power of Attorney? | Our Houston Estate Planning Attorney, David Miller, explains.

David Miller of McCulloch & Miller, an Estate Planning Law Firm in Houston, explains what a Power of Attorney is and why it is imperative that you have these important...

David Miller of McCulloch & Miller, an Estate Planning Law Firm in Houston, explains what a Will is, what common mistakes are, and why proper drafting of a will is... What is a Will? | Our Estate Planning Lawyer at McCulloch & Miller Explains

David Miller of McCulloch & Miller, an Estate Planning Law Firm in Houston, explains what a Will is, what common mistakes are, and why proper drafting of a will is...

David Miller of McCulloch & Miller, an Estate Planning Law Firm in Houston, explains what capacity is and why it is necessary when putting together important documents. Share and Like... What is Capacity? | McCulloch and Miller | Houston Estate Planning Law Firm

David Miller of McCulloch & Miller, an Estate Planning Law Firm in Houston, explains what capacity is and why it is necessary when putting together important documents. Share and Like...

David Miller of McCulloch & Miller, an Estate Planning Law Firm in Houston, explains what Probate is, what the Texas Probate Process entails, and why proper Estate Planning is imperative... What is Probate? | Texas Probate Process | Our Estate Planning Lawyer at McCulloch & Miller Explains

David Miller of McCulloch & Miller, an Estate Planning Law Firm in Houston, explains what Probate is, what the Texas Probate Process entails, and why proper Estate Planning is imperative...

Contact & Map
McCulloch & Miller, PLLC
Houston (Main) Office
1900 Saint James Place
#425
Houston, TX 77056
Telephone: (832) 925-4571
Fax: (713) 513-5100
Monday: 8 AM - 6 PM
Tuesday: 8 AM - 6 PM (Today)
Wednesday: 8 AM - 6 PM
Thursday: 8 AM - 6 PM
Friday: 8 AM - 6 PM
Saturday: Closed
Sunday: Closed
Notice: By appointment only
McCulloch & Miller, PLLC
Houston (Downtown) Office
1010 Lamar St
#900
Houston, TX 77002
Telephone: (832) 925-4571
Fax: (713) 513-5100
Monday: 8 AM - 6 PM
Tuesday: 8 AM - 6 PM (Today)
Wednesday: 8 AM - 6 PM
Thursday: 8 AM - 6 PM
Friday: 8 AM - 6 PM
Saturday: Closed
Sunday: Closed
Notice: By appointment only
Shepherd Smith Edwards & Kantas, LLP
Houston (Main) Office
1010 Lamar St
#900
Houston, TX 77002
Toll-Free: (800) 259-9010
Telephone: (713) 227-2400
Fax: (713) 583-1217
Monday: 8 AM - 6 PM
Tuesday: 8 AM - 6 PM (Today)
Wednesday: 8 AM - 6 PM
Thursday: 8 AM - 6 PM
Friday: 8 AM - 6 PM
Saturday: Closed
Sunday: Closed
Shepherd Smith Edwards & Kantas, LLP
Western Colorado Office
241 S Elizabeth St
#500
Ridgway, CO 81432
Telephone: (970) 410-1563
Monday: 8 AM - 6 PM
Tuesday: 8 AM - 6 PM (Today)
Wednesday: 8 AM - 6 PM
Thursday: 8 AM - 6 PM
Friday: 8 AM - 6 PM
Saturday: Closed
Sunday: Closed
Shepherd Smith Edwards & Kantas, LLP
Denver Office
1700 Lincoln St #2710
Denver, CO 80203
Telephone: (720) 439-2827
Monday: 8 AM - 6 PM
Tuesday: 8 AM - 6 PM (Today)
Wednesday: 8 AM - 6 PM
Thursday: 8 AM - 6 PM
Friday: 8 AM - 6 PM
Saturday: Closed
Sunday: Closed
Shepherd Smith Edwards & Kantas, LLP
Portland Office
621 SW Morrison St
#1050-B
Portland, OR 97205
Telephone: (971) 251-4910
Monday: 8 AM - 6 PM
Tuesday: 8 AM - 6 PM (Today)
Wednesday: 8 AM - 6 PM
Thursday: 8 AM - 6 PM
Friday: 8 AM - 6 PM
Saturday: Closed
Sunday: Closed
Shepherd Smith Edwards & Kantas, LLP
Gulfport Office
2118 18th St
#100
Gulfport, MS 39501
Telephone: (228) 338-2061
Monday: 8 AM - 6 PM
Tuesday: 8 AM - 6 PM (Today)
Wednesday: 8 AM - 6 PM
Thursday: 8 AM - 6 PM
Friday: 8 AM - 6 PM
Saturday: Closed
Sunday: Closed
Shepherd Smith Edwards & Kantas, LLP
Tampa Office
407 N Howard Ave #201A
Tampa, FL 33606
Telephone: (813) 560-2992
Monday: 8 AM - 6 PM
Tuesday: 8 AM - 6 PM (Today)
Wednesday: 8 AM - 6 PM
Thursday: 8 AM - 6 PM
Friday: 8 AM - 6 PM
Saturday: Closed
Sunday: Closed
Shepherd Smith Edwards & Kantas, LLP
San Diego Office
1545 Hotel Cir S
#150-1
San Diego, CA 92108
Telephone: (619) 378-4616
Monday: 8 AM - 6 PM
Tuesday: 8 AM - 6 PM (Today)
Wednesday: 8 AM - 6 PM
Thursday: 8 AM - 6 PM
Friday: 8 AM - 6 PM
Saturday: Closed
Sunday: Closed
Shepherd Smith Edwards & Kantas, LLP
Chicago Office
141 W Jackson Blvd
#3550A
Chicago, IL 60604
Telephone: (312) 462-4176
Monday: 8 AM - 6 PM
Tuesday: 8 AM - 6 PM (Today)
Wednesday: 8 AM - 6 PM
Thursday: 8 AM - 6 PM
Friday: 8 AM - 6 PM
Saturday: Closed
Sunday: Closed
Shepherd Smith Edwards & Kantas, LLP
Buffalo Office
Sheridan Meadows Corporate Park South
6225 Sheridan Dr
#308-B
Buffalo, NY 14221
Telephone: (716) 402-1521
Monday: 8 AM - 6 PM
Tuesday: 8 AM - 6 PM (Today)
Wednesday: 8 AM - 6 PM
Thursday: 8 AM - 6 PM
Friday: 8 AM - 6 PM
Saturday: Closed
Sunday: Closed
Shepherd Smith Edwards & Kantas, LLP
Dallas Office
Founders Square
900 Jackson St
#440-A
Dallas, TX 75202
Telephone: (469) 489-5938
Monday: 8 AM - 6 PM
Tuesday: 8 AM - 6 PM (Today)
Wednesday: 8 AM - 6 PM
Thursday: 8 AM - 6 PM
Friday: 8 AM - 6 PM
Saturday: Closed
Sunday: Closed
Shepherd Smith Edwards & Kantas, LLP
New Orleans Office
Lakeway Two
3850 N Causeway Blvd
#200-B
Metairie, LA 70002
Telephone: (504) 420-3661
Monday: 8 AM - 6 PM
Tuesday: 8 AM - 6 PM (Today)
Wednesday: 8 AM - 6 PM
Thursday: 8 AM - 6 PM
Friday: 8 AM - 6 PM
Saturday: Closed
Sunday: Closed
Shepherd Smith Edwards & Kantas, LLP
Lexington Office
216 E Reynolds Rd
#C
Lexington, KY 40517
Telephone: (859) 810-0266
Monday: 8 AM - 6 PM
Tuesday: 8 AM - 6 PM (Today)
Wednesday: 8 AM - 6 PM
Thursday: 8 AM - 6 PM
Friday: 8 AM - 6 PM
Saturday: Closed
Sunday: Closed
Shepherd Smith Edwards & Kantas, LLP
San Francisco Office
1 Embarcadero Ctr #500
San Francisco, CA 94111
Telephone: (415) 287-0877
Monday: 8 AM - 6 PM
Tuesday: 8 AM - 6 PM (Today)
Wednesday: 8 AM - 6 PM
Thursday: 8 AM - 6 PM
Friday: 8 AM - 6 PM
Saturday: Closed
Sunday: Closed