Gregory Miller CCM, CRPS Financial Advisor Greg began his career in the financial services industry in 1986. He started working as an analyst for a regional banking institution focusing on private and publicly held companies located in Central Ohio. He later focused on commercial lending and cash management services for middle market companies as a Vice President and relationship manager. Greg became a Certified Cash Manager (CCM) in 1994. In more recent years, he transitioned to the investment area helping individuals, corporations and non-profit organizations structure and manage their investment portfolios. In 2002, Greg became a Chartered Retirement Plan Specialist (CRPS) through the College of Financial Planning to allow him to focus on retirement planning for individuals and private corporations. In addition to being insurance licensed, Greg holds the NASD General Securities (Series 7) and Series 63 licenses. Greg has been active in community service including membership of the Children’s Hospital Development Board, On My Own Board member, Youth Guidance program, and the United Way Loaned Executive program. Greg and his wife Kitty reside in Worthington Hills and have three sons; Dustin, Mason and Maxwell. Securities offered through Royal Alliance Associates, Inc., Member NASD/SIPC. Advisory services offered through Ascend Advisory Group, LLC, a registered investment advisor. |
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