Nancy Miller

"Financial planning is a lot like coaching. You have to start with the basics and train for the long term – you can't give up at halftime or in the fourth inning."

"The same passion I bring to the field as a coach, I bring to the table as a financial advisor."

"With the ebb and flow of the game – or the market – it is important to stick to the game plan and not react with emotional recklessness."

"I believe that two components of great coaching are to be caring and to be candid, whether it's with your players or with your clients."

Nancy Miller

Senior Client Service Associate
nancy.miller@raymondjames.com

Nancy put her five-year career as a systems analyst and trainer with Xerox Corporation on hold in 1990 to raise her family. When she felt ready, she worked part time as a Director of Administration for Cardinal Advisors from 2003 to 2010.

“I was looking for employment that was interesting and challenging while also offering growth,” Nancy said.

She began working full time as an Operations Director at Beyond Basics from 2011 to 2012 and as Office Manager for Misch Instruments until 2013.

Nancy then joined Raymond James, first, as a Branch Operations Specialist II in Dallas, then, as an Operations Specialist III in the Custody Department in Southfield, Michigan. In 2016 Nancy joined Joe’s team as a Senior Client Service Associate in the Birmingham, Michigan branch.

“I love being a part of Joe’s team,” Nancy said. “He lives the Raymond James values, which makes working with him and our clients a true pleasure. And I truly strive to be the best that I can be, as a service oriented, professional, responsive, hardworking problem solver.”

Nancy graduated with bachelor’s degree in education from Michigan State University.

Originally from Dearborn, Nancy and her husband, Paul, live in Royal Oak. Their blended family includes Tommy (Hannah), Katie, Emily and Erin Thomas and Lauren and Lisa Miller.

Nancy likes to travel and read, but especially enjoys bike riding. Most recently she participated in a 100K bike race to raise money for Hope Water Project.