Mr. Letter joined Miller Investment Management in 2018 to focus on helping families, institutions, and entrepreneurs understand how and how efficiently their assets are managed and allocated. As a lifelong financial professional, Tim enjoys partnering with clients to set, monitor, and achieve their diverse objectives. Before joining Miller, he spent 11 years with Prudential Financial, helping major financial institutions prioritize retirement planning. Before that held senior retirement roles with MFS Investment Management, Nationwide Provident, and Jefferson Pilot.

His experience provides a unique lens into today’s complex markets. He has spent his career teaching, coaching, manufacturing, and adapting various financial products to Fortune 500 companies, institutions, consultants, financial professionals, mutual fund companies, and insurers. Today, acting as a financial navigator for clients focusing on retirement-related matters.

Tim is a regular speaker and volunteer educator on various topics, including financial education, efficient banking, asset allocation, CITs, qualified plans, and retirement planning. Tim is an avid gardener, golfer, and fisherman. He lives in Haverford, PA, with his wife, Missy, and has two adult children.

Tim earned a BS in Business Administration from Lynn University.