Broker Check
David N. Miller

David N. Miller

President, Owner

David N. Miller, LUTCF is the founder and President of Joelle Group, a high end, boutique financial services firm located in Washington, D.C. Founded in 1996, Joelle Group is dedicated to providing innovative, personalized financial solutions to businesses, non-profits, charities and individuals to help them achieve their financial goals, protect their wealth and plan for their retirement. Joelle Group provides a wide range of services to include: Wealth Transfer and Preservation, Health, Life and Disability Insurance, Annuities, Long Term Care, Premium Financing, etc.

Joelle Group also provides a complete range of employee benefits, retirement programs and executive benefits to public and closely held companies. Their client list includes several companies rated in the "Top 50 Great Places to Work" and the "Top 50 Fastest Growing Companies" in the Washington, D.C. area.

As an independent advisor, David joined the Potomac Group in 1998 where he became a member of the prestigious Exceptional Producer Program. Since 2006 David has been a member of Forum400, an exclusive "By Invitation Only" organization for leaders in the life insurance industry. David is a member of the National Association of Insurance and Financial Advisors (NAIFA), the District of Columbia Hospital Association, and the Georgetown Business Association.

Prior to entering the financial services business David was executive vice president of a multi-million dollar manufacturing company. The company was the second largest in its industry in the Mid-Atlantic region.

David graduated from the State University of New York, College at Oswego with a degree in Industrial Technology. He has completed graduate work at George Mason University and University of Maryland, focusing on business administration. In 2000 he was awarded the designation of Life Underwriting Training Council Fellow (LUTCF) from the National Association of Insurance and Financial Advisors.

David also runs the Lindsey Joelle Miller Memorial Fund, which was established in 2004 to honor the loving memory and spirit of his daughter, Lindsey. The Fund's primary mission is to support charities and non-profit organizations that help make a positive difference in the lives of children in need.