Let's move forward. Together.

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Oculus NYC

John Joseph "Joe" Miller, Jr., CEPA

First Vice President–Wealth Management

Financial Advisor

Joe Miller brings over thirty years of industry experience as a Financial Advisor to select clients. His first decade specialized in fixed income securities with several firms including Dougherty Financial. He later joined Piper Jaffray which was acquired by UBS Financial Services. Over the decades, Joe has provided advice to hundreds of successful families and Institutional Investors. He provides individually customized financial planning and investment strategies. The foundation of Joe's practice is a client service process that delivers exceptional support and service to each and every client. Joe Miller is a graduate of Centre College of Kentucky with a BS in Economics. He lives in Eagan with his wife and 3 children and is active in professional and community organizations. He is past president of Toastmasters Club 2019, coached soccer in Eagan for over 10 years, was Vice President of the Eagan Wave Soccer Club, and President of the Eagan High School Boys Soccer Boosters Club.

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • DC
  • FL
  • GA
  • IL
  • LA
  • MD
  • MN
  • MO
  • MS
  • NC
  • NH
  • NV
  • NY
  • RI
  • SD
  • WA
  • WI

Education

  • BS in Economics, Centre College of Kentucky

Credentials

  • Certified Exit Planning Advisor
80 South 8th Street
Suite 2900
Minneapolis, MN 55402
  • (612) 303-5821

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UBS and Credit Suisse—stronger than ever

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

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Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

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