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 love 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
    [email protected]

    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®), Chartered Retirement Plan Specialist (CRPS®), 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.


    Alexander E. Miller

    Registered Service Representative
    [email protected]

    Alex Miller joined Miller Investment in January 2022 is a Registered Service Representative. He will be assisting clients with all administrative tasks associated with their accounts. In addition, he is fully licensed to help clients walk through the life insurance and long-term care insurance application process. Alex graduated from Rollins College with a bachelor's degree in Business and Social Entrepreneurship while there on a baseball scholarship. He has worked in the financial industry for several years with industry leaders like New York Life and Thrivent Financial. This spring Alex will complete his master’s degree from the University of Connecticut with a concentration in Finance. Alex is eager to help new and existing clients so please do not hesitate to stop by the office or call today.


    Miller Investment, Oxford, CT — Registered Service Representative
    January 2022 - PRESENT
    • Licensed assistant servicing current clients
    • Growing new business through life/LTC/disability insurance

    Thrivent Financial, Stamford, CT — Financial Associate
    October 2020 - December 2021
    • Licensed financial advisor (series 7, 63, 65) & Life/Health
    • Sales representative for proprietary Thrivent insurance products

    New York Life Investments, New York, NY — Marketing
    September 2018 - October 2020
    • Drive cross-functional marketing initiatives to support the successful delivery of key strategies
    • Project support for Eloqua, Seismic, Inventory Management, and Continuing Education seminars


    University of Connecticut, Stamford, CT — MBA, Finance
    January 2019 - May 2022

    Rollins College, Winter Park, FL — BA, Business and Social Entrepreneurship
    June 2014 - May 2016

    Our Additional Capabilities

    Bill’s extended team includes the research and broker/dealer resources of Commonwealth Financial Network®, which expands the breadth and depth of what he offers his clients. Its teams complement and assist Bill in providing his clients with the best possible service.