Email Me
$6 trn
UBS Group invested assets
As of 12/31/2024
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.
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.
Education
Credentials
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.
Education
Credentials
Are you ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
