Gregory D. Miller, CRPS

Gregory D. Miller, CRPS

Financial Advisor

Phone: (614) 784-6000
Fax: (614) 784-6010
E-mail:
 

As a financial advisor and banking professional for nearly three decades, Greg takes a hands-on approach to providing each client with personal service and an investment strategy crafted to help meet their unique goals and objectives. Greg has built long-term successful relationships with his clients, including high-net-worth individuals, families, business owners and retirees.

Before joining Ascend Advisory Group in 2000, Greg built his financial services career working at Bank One, Key Bank, and National City Bank as a Vice President in the Corporate and Private Banking division. Greg's educational background includes earning his Bachelor of Science degree in Business Administration with a marketing focus from The Ohio State University in 1986.

Greg holds several securities registrations including the Series 7, 63 and 66, as well as his insurance1 licenses. In addition, Greg completed coursework and examinations to earn the Chartered Retirement Plan SpecialistSM (CRPS®) designation from the College of Financial Planning. With his CRPS®, Greg is able to help business owners select and implement the retirement plan that best fits the needs of their business and its employees. Before recommending an appropriate plan, Greg considers a number of factors including, potential tax benefits2, administration expenses and the benefits to the business owner and their employees.

Greg enjoys golf, athletics and is active in the community, volunteering his time helping special needs children and leading a youth group and an adult group at his church. He also enjoys spending time with his wife, Kathleen, and their three sons at school and sporting events. Greg and his family live in Worthington Hills located in Northwest Columbus. 

1 Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. Wells Fargo Advisors, is a separate non-bank affiliate of Wells Fargo & Company.

2 Wells Fargo Advisors Financial Network and/or Ascend Advisory Group are not a tax or legal advisors.

Investment and Insurance Products: | NOT FDIC Insured | NO Bank Guarantee | MAY Lose Value

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Ascend Advisory Group, LLC is a separate entity from WFAFN.

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