J. Randall Miller

J. Randall Miller

Founding Partner
randall.miller@lpl.com

“It all comes down to sincerity and pride. The only way to gain a client’s trust is to convey the feeling that you truly care about them and are doing your very best.” 

Mission & Objectives

Our reputation as a firm defines who we are. Consequently, I am reminded every day that we strive to achieve the highest level of excellence and respect.

Philosophy

I come from a generation that placed great emphasis on doing the job right. Consequently, I take pride in fulfilling my fiduciary commitment to my clients. I cannot accomplish this mission without truly knowing my clients and securing their trust.

Personal & Career History

Upon graduating from Bloomsburg University in 1973 with a teaching degree, I began my career as an economics and history teacher for the Fleetwood School District. Four years later, I accepted a position at Albright College as Associate Dean of Students before joining Metropolitan Edison Company as a manager in their Operations Training division.

In 1984, I had an opportunity to put my experience and love of teaching to work as an investment advisor at E. F. Hutton, which was later acquired by Dean Witter. I found that working one-on-one to educate clients on investment principles and their investment strategies was not only fulfilling, but also extremely rewarding as I helped clients progress toward their unique goals. I had an opportunity to move to Dean Witter in 1988, when E.F. Hutton was acquired by Shearson Lehman Brothers, to further expand my practice helping individuals, families, and business owners plan for the futures they desired. Several years later, in 1991, I founded Berkshire Investment Group, an independent, boutique wealth management firm to fulfill the needs of a growing number of clients seeking financial advice and strategies. 

Education

  • Bloomsburg University – B.S., 1973
  • Kutztown University – Masters in Education, 1977
  • Professional Credentials

LPL Registered Principal

  • LPL Registered Investment Advisor Representative
  • Series 7, 24, 63, 65 held though LPL Financial
  • Life and Health Insurance licensed