Joe Miller

Wealth Advisor

Joe began his career in 2003 at Morgan Stanley as a fixed income specialist and advisor for the Top 100 advisors within the firm. In 2006, Joe moved over to focus on High Yield and Distressed Corporate Credit where he has spent the majority of his career in sales, trading, and portfolio management capacities.

Joe transitioned to Private Wealth Management at Merrill Lynch, where he advised High Net Worth and Ultra High Net Worth clients work towards achieving their goals. Aside from leveraging his vast market experience, he also adds value to clients by working with them and their attorneys on Trust and Estate matters to facilitate the growth of their assets in the most tax efficient way possible. 

FINRA Series 7, 24, 63, and 65.

State of Connecticut Insurance Department Certified Insurance and Annuity Agent