About

Jeff brings more than 20 years of experience in the financial services industry and has dedicated himself to understanding the needs and priorities of individuals and families. He focuses on providing clients with comprehensive financial advice and investment strategies designed to grow and preserve wealth. Jeff started his career as an equities trader for a small firm in New York. He spent 15 years developing and implementing trading strategies to accommodate market conditions and navigate risk during volatile markets. More recently, Jeff was a financial advisor with Merrill Lynch, providing personalized attention and disciplined wealth-management strategies to individuals, families and corporate retirement plans. He joined Wealth Enhancement Group in 2021 through the Cardan Capital Partners acquisition. Jeff and his family enjoy camping, hiking and skiing — and he enjoys talking physical fitness as much as financial fitness. Jeff has competed in several marathons, triathlons and ultra-marathons and counts finishing the Coeur D’alene Ironman Triathlon and the 2011 Leadville 100 Trail Race among his favorite athletic achievements.

Education

  • BA, Business Administration, Trinity University, San Antonio

Resources from Jeff Miller

Topic

No results found

We searched through our content archive and didn't find any matches.

Current Clients

Contact me via email or me at the top of the page.

Your complimentary consultation

During your no-obligation meeting, you will:

public://2025-06/second-opinion-icon.svg

Get a second opinion on your financial situation

public://2025-06/meet-an-advisor-icon.svg

Be matched with a Wealth Enhancement advisor

public://2025-06/comprehensive-plan-icon.svg

Begin crafting a comprehensive financial plan

Already a client of Wealth Enhancement? Schedule your consultation in your client portal.

Schedule an initial consultation

You'll choose your time on the next screen

By checking this box, you consent to receive text messages from Wealth Enhancement including information, appointment confirmation and reminders, marketing and service communications. Consenting to texts is not required to receive any service. To opt out from texts, reply STOP. For assistance, reply HELP. Message & data rates apply. Message frequency may vary. To learn more visit https://www.wealthenhancement.com/privacy