Let's move forward. Together.

Athlete stretching on stadium stairs

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.

Adult couple on cell phone

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

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

    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
          Investing
          401(k) plan services
          Business owners
          411 South State Street
          2nd Floor
          Newtown, PA 18940
        • Roxanne Holder Profile Photo

          Roxanne Holder

          Senior Client Associate

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

                  411 South State Street
                  2nd Floor
                  Newtown, PA 18940

                Why does A.I. in space matter?

                ElectionWatch: The race, world, and investments

                Tree

                UBS and Credit Suisse—stronger than ever

                Managing wealth is our craft

                We’re committed to understanding what wealth means for you.

                At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                Backed by the strength of UBS

                A global leader in wealth management

                $5+ trillion

                In invested assets globally 
                As of 11/07/2023

                51 countries

                Our global footprint

                Global leader

                UBS is a world-leading wealth manager

                Insights