EDUCATION

Bachelor of Science in Marketing, The University of Alabama

CREDENTIALS

CERTIFIED FINANCIAL PLANNER™

Certified Kingdom Advisor®

LinkedIn

James Miller, CFP®, CKA®

Senior Financial Advisor,
Miller Wealth Management

Serving his clients with a principles-based process, James Miller manages investment plans that are intentionally built around the client’s goals and desires. He guides clients to steward their wealth with wisdom and contentment.

In 2021, James and his brother, Stephen, formed Miller Wealth Management team at Eversource Wealth Advisors. His two primary roles are financial planning for clients and employee management for the Miller team.

 James started his wealth management career at Merrill Lynch in 2013 when he joined the Miller Wealth Management Group as a financial advisor and marketing director.

 A native of Birmingham, James is married and has three children. He and his family are members at Mountain Brook Community Church. He currently serves as president of the Jr. Board of Directors for M-Power Ministries, an organization committed to providing paths out of poverty for people of Birmingham.

PROFESSIONAL DESIGNATIONS & AFFILIATIONS

• CERTIFIED FINANCIAL PLANNER TM (CFP®)

• Certified Kingdom Advisor CKA®

• Passes Series 66 examination