Curriculum Vitae
- Educational Background
- Queens College, City University of New York, BA in Accounting, 1980
- FINRA Series 6 and Series 63, 1991
- The American College, Bryn Mawr, PA, awarded Life Underwriter Training Council Fellow designation, 1993
- The College for Financial Planning, Denver, CO, awarded CERTIFIED FINANCIAL PLANNER™ Professional designation, 1994
- International Association of Registered Financial Consultants, Middletown, OH, awarded Registered Financial Consultant designation, 2004
- Professional Experience
- The Miller Financial Group, Boca Raton, FL, President and CEO, 1982 – Present
- Ernst & Young, New York, NY, 1980 – 1982
- Investment and Insurance Markets Served
- Life Insurance and Health Insurance Licensed in the following states:
CA, CT, FL, GA, MA, NC, NE, NH, NJ, NY, TX, & DC - Securities Licensed as a Registered Representative in the following states:
CT, FL, GA, MA, NC, NE, NH, NJ, NY, & TX
- Industry Association Involvements
- The Financial Planning Association
- The International Association of Registered Financial Consultants
- The Million Dollar Round Table, Life & Qualifying member
- Named Palm Beach County Financial Advisor of the Year in 2000 by the Palm Beach Association of Insurance and Financial Advisors
- Community Service Activities
- Advisor to BSA Venturing Crew 2360, Boca Raton, FL 2011 – 2016
- Scoutmaster of Boy Scout Troop 360, Boca Raton, FL 2005 – 2011
- Chosen by Gulf Stream Council to lead one of the Council contingents to the 2010 and 2013 National Scout Jamboree
- Boy Scouts of America, Boca Raton, FL, Den Leader, Pack 335, Den 7, 1999 – 2004
- Girl Scouts of America, Boca Raton, FL, Founder and Leader of Troop 810, 2003 – 2006
- West Boca Raton Softball Association, Boca Raton, FL, Manager & Coach, 1999 – 2005
- Knight of The Million Dollar Round Table Foundation
- Mission Volunteer and Contributor to several charitable non-profit organizations
- Personal Information
- Resident of Boca Raton, FL with wife, Ellen, son David, and daughter Allison
- Avid Runner and 10 time finisher of the New York City Marathon