John P. Miller, CFP®

Managing Principle
Financial Advisor

About Me

John graduated from Flagler College in St. Augustine, Florida, with a degree in history and minor in political science, and gained experience in financial services with internships. Upon graduation, John worked as a front desk service associate with Morgan Stanley, where he passed the Series 7 and 66 exams. He was promoted to registered associate and later financial advisor with the company and also earned the CERTIFIED FINANCIAL PLANNER™ certification.

John had an early introduction to the financial services industry, watching his father manage a successful practice for 35 years. He grew to appreciate the fulfillment financial services can provide while helping families realize their financial goals and objectives. When working with clients, his goal is to take a holistic approach in gathering all aspects of a client's financial identity, allowing him to provide thoughtful and concise guidance toward achieving their financial goals.

Personal background

John is a native of Annapolis, Maryland, where he grew up enjoying water activities like sailing and surfing. He now lives in Florida, but still plans regular trips back to Maryland to enjoy all that the Chesapeake Bay has to offer. He also loves to cook for friends and family, particularly back yard BBQ’s.

Phone 904-502-3417