I formed Miller Investment in 1996 after working for several years at SAFECO Life Insurance Company as their East Coast Regional Wholesaler. My desire was to work directly with individuals in managing their financial affairs.
Early on I know it would be vital that I associated with a broker/dealer that could provide the premier products and services. Commonwealth Financial Network was my choice due to their outstanding reputation and shared commitment to customer service.
The securities licenses that I hold include: Series 6, Series 7, Series 26, Series 63, Series 65 and I obtained my IAR in 1999 to add a new scope to my practice- fee based advisory services.
My professional designations include:
Chartered Retirement Plans Specialist (CRPS),
Chartered Financial Consultant (ChFC) and
Chartered Life Underwriter (CLU).
I believe in being active in my community and have served on the many board of directors including: The Valley United Way, Boys & Girls Club of the Lower Naugatuck Valley (past president), Derby Historical Society, Waterbury Symphony Orchestra, Oxford Economic Development Corporation (past president), St. Thomas Parish Council, the Oxford High School Quarterback Club and the Oxford School Planning and Building Committee.
I received a B.A. in Economics from the University of Richmond and was president of the Economic Club while an undergraduate. I am happily married to Stephanie McCarthy Miller, an educator in Oxford, with three sons Mason, Andrew and Alex.