Joshua G. Miller, CPA, CFA, CIPM

Joshua G. Miller, CPA, CFA, CIPM

Joshua Miller serves as a Senior Investment Analyst with Waverly Advisors.

Joshua’s experience includes financial advising with Edward Jones Investments, as well as senior level auditing with Carr, Riggs & Ingram, LLC. Joshua is a Certified Public Accountant (CPA), Chartered Financial Analyst, and also holds a Certificate in Investment Performance Measurement (CIPM), a designation that offers a set of advanced, globally relevant and practice-based investment performance and risk evaluation skills. Joshua resides in Santa Rosa Beach, Florida with his wife and son.

Education

  • Bachelor of Science in Accounting
    University of West Florida, Pensacola, FL
  • Bachelor of Science in Finance
    University of West Florida, Pensacola, FL

Ask Me About

  • Economy and markets
  • Strategies to increase your wealth while protecting your life savings
  • The nature of our investments and techniques they employ
  • My family
  • My adoption journey
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