Bradley Miller (CFP®)

Bradley Miller focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Hourly
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Millennials
  • Novice Investors

Planning Specialties

As a Wealth Manager Associate, Bradley is involved in setting up new accounts, initiating transfers for clients, and assisting them throughout the on-boarding process. He also helps clients with service requests as well as trading and deposits and withdrawals. Bradley was a former intern for River Capital Advisors and upon graduation, went on to work for a large brokerage firm for nearly two years. It was here that Bradley realized he wanted to work for an independent advisor that always put the client’s best interest first. Bradley obtained his CERTIFIED FINANCIAL PLANNER™ designation and received his BBA degree in finance from the University of North Florida.

Additional Information

Bradley enjoys playing and watching sports outside of work, spending time with his wife and friends, and getting involved at church. Bradley stays active by running and weighlifting in his spare time. He also enjoys reading about finance and budgeting. Bradley is working on becoming a better cook and trying new foods and recipes in his spare time. 

NAPFA Start Date

April 02, 2018

Submit
Submit

This Office

5011 Gate Pkwy Bldg 100 Suite 300 Jacksonville, FL 32256-0830 Phone: (904) 398-2075