Josh Miller

Josh Miller is the Regional Managing Director at Capital Wealth Planning, LLC, based in Orlando, Florida. In this role, he oversees client relationships and drives strategic business initiatives across the region. He specializes in designing and implementing covered call strategies and income-focused equity portfolios for high-net-worth individuals, financial advisors, and institutional clients.

Miller’s investment focus is on domestic equities, especially blue-chip dividend growth stocks, and options-based income strategies, aligning with Capital Wealth Planning’s core expertise. His leadership in structuring customized portfolio solutions has contributed to the firm's reputation in the covered call and portfolio income sectors.

Prior to joining Capital Wealth Planning in 2011, Miller served as Regional Vice President at Lyons Wealth Management and began his career as a Financial Advisor at Morgan Stanley. He holds a Bachelor of Science in Business Management from the University of Florida, providing a strong foundation for his expertise in portfolio construction, income generation, and client advisory services.