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Our financial advice team


Jeffrey Miller

Jeffrey Miller

Financial Advisor

Vice President of
S.M. Miller & Associates
9
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Estate Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Insurance
  • Tax Planning Strategies
  • Investments
  • Family Finances
  • Retirement Plan Distribution

Interests

Enjoying Family Time, Friends, Traveling, Meeting People, Golf, Skiing, Motorcycle enthusiast, Health, Hiking and exploring.

Education

  • B.S. Business, Management & Communications. Marist College. 2002- 2004
Newsletter

to receive my newsletters and other financial and market information

Community participation

  • Rotery International
  • Habitat for Humanity