Timothy P. Miller, CIMA®, AIF®

Tim began his career as a financial advisor in 1987 with Merrill Lynch. As both an advisor and a manager at Merrill Lynch and then Smith Barney. Tim has over 30 years’ experience with investment degree from the Wharton School and accreditations as a Fiduciary and Retirement planning. His professional focus is on the financial planning process to help clients pursue their goals. As Tim puts it, “It’s rewarding to see our clients enjoy their retirement and reduce financial stress thanks to the work of our team and the BenchMark process.”