We are a full-service financial firm committed to helping people pursue their financial goals. By offering a wide range of financial products and services, we believe in empowering families and small business owners to both identify their financial goals and make sound decisions. To help those who we serve with the cornerstone of our practice being education and thoughtful guidance.
At Miller Wealth Management we provide comprehensive financial planning tools, guidance, and tailored investment solutions to empower families and business owners to feel confident in their financial future.
Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.
Originally from Annapolis Maryland. John studied for his bachelor’s degree at both Flagler College in St. Augustine, Florida & The University of Central London in England. Graduating with both a degree in history and minor in political science. During his summers while attending school, John gained experience in the financial services field through internships. Upon graduation John began his career at Smith Barney in Annapolis, gaining experience in both operational and sales support. Passing the Series 7 and 66 exams, he was promoted to registered associate and shortly thereafter financial advisor. As a financial planner the fulfillment in helping families navigate and set a course of action to realize their financial goals led John to embrace holistic financial planning. In 2019, he met the Educational, Professional, and Ethical standards required to hold the designation of CERTIFIED FINANCIAL PLANNER™
John is a native of Annapolis, Maryland, where he grew up enjoying water activities like sailing and surfing. Having since moved to Atlantic Beach Florida in 2017. As a resident of Jacksonville, John remains active in supporting various community organizations which include acting Trustee for the City of Atlantic Beach Police Officers’ Pension Board, Foundation For Financial Planning, Flagler College Alumni Association, Southside Business Club, Surfrider Organization, and Jacksonville Chamber of Commerce.
In his spare time John enjoys surfing and remaining active in Hannah State Park, cooking for friends and family, and regular trips back to Maryland to enjoy all that the Chesapeake Bay has to offer.
Originally from upstate New York, Mary was a graduate from Hofstra University with a bachelor’s degree in business administration. Shortly thereafter Mary moved to Florida to start her career in the financial service industry. Mary has dedicated her professional career to becoming proficient in the areas of Compliance, Operations, and Supervision. As an integral team member at International Assets Advisory for the past 10 years she has managed her own independent branch and is now a team leader in her oversight of the business functions at Miller Wealth Management.
Having now lived in Florida for the past 30 years, Mary enjoys being outdoors and on the water. On sunny weekends you might find her out on a bow-rider, pontoon, or kayak. During those infrequent rainy days, she enjoys reading a good book.
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