Jeffrey Miller
Jeff has built his reputation through holistic financial planning and investment management. His process has been incorporated throughout Miller Financial Services as he seeks to first understand the uniqueness of each client’s situation, followed by a thorough analysis, organization, and execution with regular monitoring of each individualized plan and portfolio.
Jeff started his career in 1987 after receiving his B.S. in Business, Economics and Sociology from the University of Richmond. Since joining, he has received his Accredited Estate Planner (AEP®), Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®) designations.
Jeff and his wife Mel enjoy traveling, learning about wine and being active with their 2 dogs. They have two grown daughters, Taylor who is a History Teacher and married to Michael, and Maddie, who lives in London and works in Digital Marketing.
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