As President of Wealth Preservation Solutions, Paul oversees the Estate and Business Succession Planning for the firm’s clients. He often serves as an expert resource, authoring various articles on estate, business succession and exit planning. Paul is a frequent speaker at private industry and association conferences and has appeared as a guest financial commentator on CNBC.
In addition to his activities at the firm, Paul is on the Ramapo College Board of Governors and was a founding trustee of the Ramsey Public Education Foundation. He also represents the Daniell Family Foundation in identifying and supporting New York and New Jersey based charitable organizations.
Paul is a graduate of Boston College, an avid golfer, and a devoted family man.
Paul D Miller TV Appearance
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Wealth Preservation Solutions is not affiliated with Kestra IS or Kestra AS. Please access the following site to review form CRS, Reg BI and relevant disclosures. https://bit.ly/KF-Disclosures