Our Team

Success cannot be achieved without hard work, discipline and a long-term focus. Since 1987, Miller Financial Services has been providing customized financial planning and disciplined investment management strategies to individuals and businesses.

Jeff's Team

No two people are the same. Why should a portfolio or financial plan be any different? Our process is second to none, and our motive is simple: let’s connect what is on your balance sheet with what is in your heart.

 

Miller Financial Services

Jeffrey W Miller , CLU®, ChFC®, AEP®

Founder President and Private Wealth Advisor

Office 804-762-7022


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Christopher M Glasscock , CLU®, ChFC®, RICP®

Director of Wealth Management Services

Office 804-944-2426


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Colin C Smith , CFA®, CLU®

Director of Investment Management

Office 804-793-8358


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Brian T Toole , ChFC®, CFP®

Associate Wealth Management Advisor

Office 804-510-0396


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Melissa R Miller

Director of Marketing and Client Experience

Office 607-765-6165


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Sally M May

Director of Insurance Operations and Services

Office 804-977-0482


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Kristen M Secor

Marketing and Client Service Associate

Office 804-762-7022


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