Meet the Team

Paul Miller

Vice President

Portfolio Manager

Paul has 23 years of industry experience, including the last seven with Penn Investment Advisors where he focuses on retirement planning and behavioral finance. He enjoys the client-centered focus and the feeling of community that comes for working with a group of committed local experts. Paul enjoys playing tennis and is married with three girls.

Get to Know Me:

  • Three words that help define you: Open. Honest. Kind.
  • Alma Mater: University of Delaware
  • Community Involvement: Member of the USTA Middle States District Council, West End Neighborhood House.
  • Favorite Quote: “The planet does not need more successful people. The planet desperately needs more peacemakers, healer, restorers, storytellers and lovers of all kinds.” – David W. Orr
  • What does Greater Good Banking mean to you: To do work that impacts more than a single individual.
  • Professional licensing or information: Series 7, 52, 63, 65 licensed. RMA (Retirement Management Advisor) credentialed in 2018.