Author: Joe Miller

Joe returns to the Envestnet MoneyGuide family as Chief Operating Officer. A Certified Financial Planner, Joe brings to this role a distinctive set of financial planning industry experience, along with his passion for financial planning as exhibited during his entire career. In this role, Joe is responsible for supporting the operations of Envestnet MoneyGuide and the services delivered to clients. He works alongside the President and Chief Growth Officer to advance the organization’s vision, strategic priorities and growth goals. During his time at MoneyGuide, Joe has been responsible for customer service and training, practice management and has made significant contributions to product design. Prior to Envestnet MoneyGuide, Joe led Financial Planning at UBS, including spending two years abroad in Zurich, Switzerland. Leaving Envestnet MoneyGuide in 2015, Joe joined U.S. Bank as Head of Financial Planning and most recently Executive Director for Wealth Planning at BB&T Wealth. UBS, U.S. Bank and BB&T are Envestnet MoneyGuide clients. Joe has a B.S. in Applied Economic and Business Management from Cornell University.