Born to Be a Saver
One of Bill’s earliest memories is paying for his weekly school lunch. The cost was $2.50, and his parents would give me $3 and let him keep the 50 cents in change. Each week, Bill would take those two quarters and stack them in the top drawer of his desk, saving for his next baseball mitt.
Bill still loves turning quarters into savings. He enjoys working with clients in building their retirement savings, providing reliable retirement income, or helping them save for their children’s or grandchildren’s college education.
William M. Miller, Jr.
Investment Advisor
bmiller@millerinvestment.com
As an undergraduate at the University of Richmond, Bill was drawn to the study of economics and was elected president of the Economics Club his senior year. After working in the insurance industry upon graduation, he was very fortunate to associate with Commonwealth Financial Network®.
While nothing replaces the value of proven experience, having professional certifications is important. Bill has earned his Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®) certifications.
Bill has been married to Stephanie, a retired educator, for more than 30 years, and they raised three sons together: Mason, Andrew, and Alex.
Brooke Leonard
Administrative Assistant
Brooke@millerinvestment.com
Brooke Leonard is a dedicated administrative assistant with a strong background in business management and digital marketing. A native of Oxford, she brings a friendly and approachable demeanor to every task, making her a welcoming presence in the office. With a degree in Nutrition and Dietetics, and having run her own successful business for the past decade, Brooke combines her passion for wellness with a sharp business sense. She expertly manages appointments, office tasks, and maintains an organized and efficient environment. Brooke's attention to detail and multitasking skills make her an invaluable asset to any team.