• Stephen Miller bio image

    Stephen R. Miller, CFP®, AAMS®, CWS®

    Private Wealth Advisor

    Vice President, Investments

Stephen’s finance career spans nearly 15 years. Prior to joining Raymond James, Stephen spent five years as a commercial banker with Iberia Bank in Birmingham, providing custom banking solutions to local businesses and business owners.

Stephen has earned the Private Wealth Advisor1 designation from Raymond James. This designation reflects his experience in managing the financial concerns of families, individuals and organizations of significant wealth, and his mastery of methods and resources necessary to support their expansive financial interests.

As a CERTIFIED FINANCIAL PLANNER® professional, Stephen has voluntarily taken extra steps to provide the highest possible standard of service to all his clients. He offers a holistic, client-focused approach to financial planning, ensuring that each plan is tailored to meet specific needs. He works closely with clients to develop customized financial strategies that incorporate financial management, retirement planning, asset allocation, college planning, estate and succession planning, debt management, and insurance solutions. Stephen is driven by the opportunity to help those he serves work toward financial confidence by helping them achieve both their short- and long-term goals.

Stephen attended the University of Alabama, where he graduated magna cum laude, earning his Bachelor of Science degree in Finance, with a minor in economics and a specialization in Commercial Real Estate.

Active in his community, Stephen volunteers his time as a youth coach for baseball and football. He is also involved in several nonprofit organizations, currently serving as a board member for Knock Knock Children’s Museum and Baton Rouge Area Kids Fore Golf Foundation. Stephen and his wife, Casey, are active parishioners of St. Aloysius Catholic Church, where he also serves on the finance committee.

Stephen resides in Baton Rouge with his wife, Casey and their children - Luke, Jack and Molly. In his free time, you will often find him playing golf or enjoying the outdoors with his wife, children and their dog, Foster.

Stephen Miller of The Miller Group Wealth Strategies was named on the 2026 Forbes Best-in-State Next-Gen Wealth Advisors list.

The Forbes America’s Top Next-Gen Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered are under 40, have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Compensation provided for using the rating. The Research Summary (as of August 2026) included: 53,000 nominations, 5,418 individuals considered and 100 individuals won the America’s Top Next-Gen ranking. This ranking is based upon the period from 3/31/25 to 3/31/26 and was released on 8/11/26. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. For more information go to https://www.forbes.com/top-next-gen-advisors

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations.

Raymond James is not affiliated with the above organizations and/or charitable causes.