Let's move forward. Together.

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Gregory Miller Profile Photo

    Gregory S. Miller, CFP®, ChFC®, CLU®

    Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • IL
    • IN
    • KY
    • MA
    • MD
    • ME
    • MI
    • MN
    • NC
    • NJ
    • NV
    • NY
    • OH
    • PA
    • RI
    • SC
    • TX
    • VA

    Since 2008, Greg has held numerous roles in the financial services industry. Before joining the CBI Group in 2015, Greg was a part of the prestigious Wealth Planning Analyst program at UBS where he utilized his CERTIFIED FINANCIAL PLANNER™ designation to build comprehensive plans for clients.

    A Chartered Financial Consultant®, Greg is dedicated to developing deep relationships with clients by providing multigenerational wealth planning. He coordinates the team’s wealth management process to ensure that each generation of a family receives a high level of service, benefiting from a fully implemented financial plan. Greg leverages his Chartered Life Underwriter® designation to review their clients' risk management (Long- Term Care, Life and Disability Insurance).

    Greg earned his B.S. from Penn State University. He lives in Ambler, PA with his wife, Lindsay, and their children, Harrison, Reagan and Delaney. Greg enjoys traveling, exercising, watching and playing sports, and spending time with his family and friends.

          Financial planning
          Education planning
          Long-term care planning
          Retirement planning
          Estate planning strategies
          401(k) plan services
          Business owners
          411 South State Street
          2nd Floor
          Newtown, PA 18940
        • Roxanne Holder Profile Photo

          Roxanne Holder

          Client Associate Senior

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            • 25 years at UBS
            • Specializes in client service programs and marketing

                  411 South State Street
                  2nd Floor
                  Newtown, PA 18940

                Focus on liquidity management

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                UBS and Credit Suisse—stronger than ever

                Legacy—Wealth for others

                For needs that go beyond your own—to help you improve the lives of others

                What will your legacy be?
                It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                Learn more at ubs.com/wealthway.

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                A global leader in wealth management

                $3.9 trillion

                In invested assets globally 
                As of 12/31/2022

                51 countries

                Our global footprint

                Global leader

                UBS is a world-leading wealth manager