As the owner and president of JD Miller & Associates Inc., John Miller is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income.
Born and raised in Rochester, New York, as the youngest of five boys, John learned early on the importance of family values and planning for the future.
After graduating from S.U.N.Y. Oswego with a Bachelor of Science degree in business administration in 1991, John moved to Florida to start his career working with a financial services company that focused on accounting and financial software for small businesses. After 16 years, he was promoted to vice president of sales.
Although he enjoyed the work, he found that he enjoyed working more closely with the people, rather than dealing with businesses’ financials. He changed his focus and now works with individuals and their families’ personal finances.
In 2008, John was recruited by one of the largest life and health agencies in the country that focused on the senior market. He was quickly promoted to national director of training. He left six years later to open his own firm, JD Miller & Associates Inc., in 2014.
John understands that everybody’s story is different, which is why no two financial strategies are the same. As an experienced financial professional, John helps craft that uniqueness into a strategy that works to help accomplish clients’ goals for themselves and their families.
John is a member of the National Association of Retired Federal Employees (NARFE) and holds his Florida 2-15 Life, Health and Variable Annuity license, as well as his long-term care insurance and Medicare license. He has also passed his Series 7, 63 and 65 securities exams. Additionally, he is a certified graduate of Dale Carnegie training.
In his free time, John enjoys coaching soccer, beach fishing and golf. He and his wife, Shelly, were married in 2000 and live in Redington Beach, Florida. They have three wonderful children who are enrolled in the Seminole school system.