Meet Our Team

Josh Miller

Managing Director | Midwest

With more than 19 years of experience in asset management and sales, Josh’s strength in cultivating long-term relationships helps him achieve exceptional outcomes for clients on their most strategic initiatives.

Prior to joining Capital Wealth Planning in 2011, Josh held financial advisor and managing director positions in investment management at Morgan Stanley and Lyons Wealth Management. He holds a bachelor’s degree in business administration from the University of Florida, and is proud of the work he does to help develop purposeful opportunities for collaboration on a daily basis.

Phone: 239-330-4186
Cell: 239-404-0890

Ryan Carney

Assistant Director of Compliance & Analytics

Keith Wagner

Director of National Accounts and Institutional Sales

Jose Cruz

Operations and Client Services Associate