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James R. Miller, CFP®
Mr. Miller is President of Woodward Financial Advisors (WFA) and received his
Bachelor of Science degree in finance from the University of Hartford.
He is a CERTIFIED FINANCIAL PLANNER™ professional and a member
of the National Association of Personal Financial Advisors (NAPFA), an
organization of fee-only planners. He is also a member of the Financial
Planning Association (FPA) as well as the Durham Orange Estate Planning
Council. His financial services experience prior to WFA includes working for
Dow Jones & Company as well as being a
wealth advisor at Regent Atlantic Capital and Tilson Financial Group.
Mr. Miller has been an instructor at UNC-Chapel Hill as well as Duke
University since 2006, teaching retirement and financial planning
courses for adults. He has been a contributor to financial articles
in such publications as The Wall Street Journal, The New York Post,
and Business Week. Additionally, he has served as a trustee for the University
Presbyterian Church and is currently serving out a three year term on the board
of directors for Galloway Ridge, a life care retirement community in Pittsboro,
NC.
Client Focus: Providing big picture perspective to the client relationship while helping them achieve financial independence and peace of mind.
Life Focus: Relishing his family, reading, golfing and rooting for the New York Yankees.
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