About Jack Miller

Rooted In Traditional Values

Jack, a native of Connecticut grew up in a family that instilled a deep emphasis on hard work. His Dad, an engineer worked in the same Tool and Die Company for 40 years and his Mom became one of the first female officers of a major regional New England bank.  While at times they were sure that Jack was not listening to a word they said about working hard, it turns out he was.

After graduating from college where he helped pay for his education Jack entered the financial services world.  Jack met his wife Virginia after college. They actually grew up a couple of streets away from each other but being in different school districts they never met. There continues to be great debate as to who went to the better high school.

Jack started one of the first client investment programs in a Connecticut Bank. He then moved on to New York and joined Bankers Trust in the Private Clients Group working with clients worldwide on retirement planning and management. In 1987 Jack joined Investors Bank headquartered in Richmond to run their statewide client investment/planning program. After that he started his own practice as an independent Financial Planner specializing in retirement.

The Crew and Fun

Jack and Virginia have 4 children Todd, Paige, Alison and Kent. Todd, Paige and Alison are in college and Kent is in his last year of middle school.

Golfing with clients and family is always high on the list of fun. Jack also loves skiing with his family, fishing and biking along some of the great roads found here in our area. In the time that’s left, Jack and Virginia enjoy gardening around their western Albemarle home.

A Conservative Approach for Clients

Jack believes in family, church and a strong work ethic. “The approach I take when I am helping my retired clients is slow and steady and is based on these fundamentals. At the risk of going too slow (usually for my clients!) I look at every part of my client’s financial life. In doing this it is not unusual that we end up talking a great deal about their grown family and the Grandchildren (mostly the grandchildren). Only after many conversations will I make a recommendation as to the best way I believe we can solve their current retirement need together.”