James Miller, CFP®, CKA®
Managing Partner, Senior Wealth Advisor
Miller Wealth Management
EDUCATION
Bachelor of Science in Marketing,
The University of Alabama
CREDENTIALS
Passed Series 66 examination
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 the 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 four 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.