Gregory D. Miller, CRPS

Financial Advisor

Phone: 614-784-6000
Fax: 614-784-6010
E-mail: gmiller@ascendadvisory.com

A banking and investment financial services professional for more than 24 years, 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.

Now a Financial Advisor, 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 Specialist^SM (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.

Away from the office, 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, Kitty, and their three boys at their school and sporting events. Greg and his family live in Worthington Hills, a community in N.W. 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, LLC, 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.