Tom is a highly accomplished Financial Advisor and a limited partner at Edward Jones, where he has worked since 2008. He holds both CFP® and AAMS® designations and focuses on building personalized, long-term financial strategies for his clients. He has been recognized by Forbes as a Best-in-State Wealth Advisor.
An alumnus of The Ohio State University, Tom is deeply involved in his local community. He is an active member of the Westerville Sunrise Rotary Club, the Westerville Area Chamber of Commerce, and the New Albany Chamber of Commerce, demonstrating a strong commitment to local service and business.
Unique fact: Tom was named to the Forbes list of "Best-in-State Wealth Advisors" in both 2023 and 2024.
Tom Miller, Jr., CFP®
Finanacial Advisor, CFP® at Edward Jones
Fairfield, Ohio, United States
Overview
Topics They Care About
Long-Term Investing
His social media posts and professional philosophy emphasize preparing for the future and creating financial strategies that align with long-term life goals.
Community Engagement
He is an active member of the Westerville Sunrise Rotary Club and two local Chambers of Commerce, showing a deep commitment to his community.
Comprehensive Financial Planning
As a Certified Financial Planner™ (CFP®), his focus is on using an established process to partner with clients through all life stages to help them achieve their goals.
Media Appearances
Tom Miller, Financial Advisor - Edward Jones. Featured in Edward Jones
Work History
11-1998
Finanacial Advisor, CFP® at Edward Jones
6-1997
Financial Advisor at Edward Jones
Education
Tom has no verified education history
More Information
Social Presence :
Prographics :
Exp : 28
Location : Fairfield, Ohio, United States
Job Level : N/A
Designation : Finanacial Advisor, CFP® at Edward Jones
