Joshua Miller joined Omega Wealth Planners of Raymond James in 2020. He coordinates the team’s wealth management planning. His primary focus is on developing strategies and advice for our clients by understanding their short and long term financial objectives. Employing Raymond James’s state of the art financial planning software, Goal Planning & Monitoring, Joshua produces a detailed planning analysis for clients that clearly define the trajectory for the potential achievement of their financial goals.
In addition to Joshua’s planning focus, he works closely with our corporate clients and their qualified plans to help ensure the highest level of service in assisting sponsors to meet their fiduciary obligations, in coordination with Raymond James 3(38) Retirement Plan Solution.
Joshua has been contributing to the local community since 2014. He is currently involved with the following entities; member of the Coral Springs-Parkland Rotary Club, Community Relations Council and Young Leadership Division with the Jewish Federation of Broward County, Brotherhood Board member and project volunteer with Congregation Kol Tikvah in Parkland, part-time volunteer with Good Karma Pet Adoption Center in Pompano Beach. Joshua enjoys spending his free time with his college sweetheart Brianna and dog Zeuss, golfing, painting, training dogs, and weightlifting.
Joshua graduated from Florida State University having majored in Finance, where he earned the distinction as a Garnet & Gold Scholar.
The projections or other information generated by Goal Planning & Monitoring regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Goal Planning & Monitoring results may vary with each use and over time.
Raymond James is not affiliated with the above organizations and/or charitable causes.