JM

Joe Miller

First Vice President - Wealth Management

Joe Miller is a seasoned financial professional currently serving as First Vice President of Wealth Management at UBS Financial Services Inc., a position held since 2006. Prior to this role, Joe held vice president positions in investments at Dougherty & Company from 1989 to 1999 and Piper Jaffray from 1999 to 2006. Joe specializes in Exit Planning for privately owned businesses and comprehensive financial planning for former business owners and retirees. Joe earned a B.S. in Economics from Certre College of Kentucky, completing the degree between 1983 and 1985.

Location

Minneapolis, United States

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