James Miller is the founding member of Omega Wealth Planners of Raymond James, a Wealth Planning team based in Weston, Florida. With over two decades of experience as an advisor, he leads a team that provides clients with the intimacy and personal touch of a small, specialized financial advisory boutique, along with the vast products, services & solutions of a large investment bank.
With a core belief that the planning process should drive the investment planning, the team specializes in helping clients meet their investment goals and objectives, while at the same time helping clients preserve wealth and manage risk & volatility. We seek to achieve this balance by employing Raymond James’s sophisticated planning tools & open architecture platform, which includes many of the world’s most reputable Investment Managers, Private Equity Funds, Mutual Funds & ETFs, to create portfolios tailored around each individual’s unique goals and tolerance for risk – the investment portfolio flows from the plan.
In addition to the multiple licenses and registrations held throughout the United States, James Miller earned his accreditation of CRPC® from the College for Financial Planning in July 2008, and has earned the designation of Investment Management Consultant in January 2015 from the Raymond James Institute of Investment Management Consulting.
In his spare time, James enjoys spending time with his children, Emerie, Zachary & Joshua along with his wife, Beth. James also serves on the Board of Coral Springs Youth Soccer club, is the Handicap Chairman of his golf club and enjoys traveling to new places domestically & internationally.
Raymond James is not affiliated with the above organizations and/or charitable causes.