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$6.9 trn
UBS Group invested assets
As of 10/29/2025
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
Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
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