Profile
“As my client base and staff have grown, it has become less about me and more about how I can empower others to embrace our carefully crafted culture”
David Pickler
Mayflower Advisors
Joshua Miller empowers business owners to achieve their financial goals through comprehensive financial planning and strategic consulting. He partners with clients to evaluate their businesses, optimize assets for growth, and strategize for expansion, market scaling, and liquidation when desired.
Beyond business guidance, Miller focuses on creating long-term financial stability for owners. He collaborates with clients to implement asset protection measures, work with accounting advisors for tax efficiencies, and develop strategies for asset longevity, estate planning, and wealth transfer.
Driven by a passion for helping individuals and businesses achieve their financial goals, Joshua uses extensive knowledge and a commitment to continuous learning to create personalized strategies for each client.
Outside of work, he finds fulfillment in giving back to the community. Since 2014, he has served on the board of his temple, as president of his Rotary Club, and on the boards of Take Stock In Children, the Eastside Committee of the Jewish Federation of Broward County, and his temple’s Community Action Committee. He is also a Brotherhood Board member of his temple and a Trustee Member of the Boca Raton Chamber of Commerce. He chairs his temple's fundraising Committee, has chaired the Jewish federation of Broward County's signature event, and has served on the Young Leadership Board of the Jewish federation.
When not immersed in finance or community service, he enjoys spending time with his college sweetheart, Brianna, and their dog, Zeuss. His hobbies include golfing, painting, dog training, and weightlifting.
1 Town Center Road, Floor 10 Boca Raton, FL 33486
561 981 3615
josh.miller@raymondjames.com
linkedin.com/in/joshuaaaronmiller
omegawealthplanners.com
Joshua Miller
Certified Exit Planning Advisor™
Investment Management Consultant
Financial Advisor
Omega Wealth Planners of Raymond James
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Milestones
“Philanthropy is more than writing checks – it’s about community engagement and presence. Whether that means joining a local board to share our voice or spearheading a capital campaign to raise crucial funds for a non-profit, Pickler Wealth Advisors moves the needle through the lens of compassionate leadership”
David Pickler
Mayflower Advisors
2016–2018
2018–2020
2020–present
2023–present
2024
Operational accounting for private home services company
2016–
2018
Tax credit operations for public telecom company
2018–
2020
Financial Advisor at Omega Wealth Planners of Raymond James
Member of AMP Achiever’s Club for three years in a row since he started working with Raymond James
2020–
present
Sold shares back in 2023 to start his own firm
Various top firm lists at Campbell, including FT top RIAs, Forbes, Washingtonian Top Advisor, Northern Virginia Magazine Top Advisor
Has delivered over 500 live presentations to students, financial professionals, and retirees
To date, he has spent eight years as a special topics instructor in Texas Tech’s PFP program
2023–
present
Received Certified Kingdom Advisor (CKA®) designation
Helps lead an association of 500+ financial professionals
2024
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
In addition to this, the advisor has amassed a collection of impressive accolades, including:
tax management
inflation protection
estate planning coordination
sales@icapitalnetwork.com
Disclosure
Raymond James’ AMP Achiever’s Club membership is awarded to Financial Advisor Trainees with 0–8 years of service to the firm. Qualifications are based on current Advisor Mastery Program production and anniversary goals. Requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.
“From my earliest memories, I always had a passion for service,” says David Pickler, president and CEO of Pickler Wealth Advisors.
After joining investment bank PaineWebber in 1984, the CEO decided to pursue a legal education with the hopes of combining this passion for finance and the law.
“I found equal fulfilment in advising in the legal arena. I began to build a plan for a career that could serve both sets of clients. I wanted to fulfil the dream of building a practice that could incorporate financial advocacy, legal advocacy and, eventually, tax and accounting. A place that was truly client-centric,” reflects Pickler.
With certifications in private wealth and financial planning and a law degree from the University of Memphis, Pickler established his firm in 2005.
“Pickler Wealth Advisors opened with a team dedicated to delivering unparalleled client service. Our goal was to set new standards of excellence. We were, and still are, dedicated to client service that exceeds that found at wirehouses.”
With over 25 years of industry expertise, Pickler knows that establishing client trust is all about communication. The firm’s robust strategy includes an array of weekly market calls, podcasts and television episodes that educate clients and provide updates on recent market occurrences.
As a result of his outstanding dedication to client services, Pickler has won a number of awards:
Barron Magazine’s Top 1,000 Financial Advisors
Financial Times Top 400 Advisors
Forbes’ Best-in-State Wealth Advisor
Forbes Best in State Wealth Advisor
Financial Planning Magazine Pro Bono Planner of the Year
Boston Magazine Five-Star Wealth Manager
As a testament to Glazer’s dedication to providing leading financial management services, Mayflower Advisors holds a 98 percent client retention rate – serving three generations of clients.
Despite being in business for 50 years, Glazer remains dedicated to reimagining how to better partner with the next generation of clients and their families.
“We live and breathe relationships and service. We have been through it all – recession, financial crisis, bull markets, inflation – and along the way we can see what works. We have helped hundreds of families retire, finance their dreams, and send their children and grandchildren to college. When the families call and thank us or send pictures, it is incredibly rewarding.”
Glazer recalls dinner conversations as a child with his father sharing valuable financial lessons that he still uses today.
“We talked about savings, the dangers of debt, living within your means, paying down your mortgage, and not being impressed by flash. We employ those same basic lessons in managing risk and educating our clients,” says Glazer.
“At the end of the day, we are in the business of serving others and understanding their values,” continues the co-founder. “Our practice strives to offer a culture of stability, accountability, and teamwork, focusing exclusively on serving the long-term financial life management needs of our clients.”
With over 25 years of experience, Glazer has received a collection of accolades throughout his career, including:
info@exit59advisory.com
Disclosure
Raymond James’ AMP Achiever’s Club membership is awarded to Financial Advisor Trainees with 0–8 years of service to the firm. Qualifications are based on current Advisor Mastery Program production and anniversary goals. Requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.