Bruce is the Founder and CEO Emeritus of Financial Resources Group Investment Services, having retired after more than 35 years in the financial services industry. With significant expertise in financial institution third-party brokerage arrangements, Bruce built a distinguished career marked by innovation, leadership, and growth.
He established Financial Resources Group in 2010 with a “commitment to serve,” leading as President from 2010 to 2021. Under his leadership, the firm quickly grew—reaching $6.6B in AUM and 20 financial institution partners in its first year. By 2021, the company had expanded to more than $37B in assets (brokerage & advisory), $200M in total revenue, and over 90 financial institution partnerships with more than 1,000 affiliated professionals—making Financial Resources Group the largest enterprise of LPL Financial by assets, total revenue, and affiliated professionals. In recognition of his vision and leadership, Bruce was named one of Charlotte’s Most Admired CEOs by the Charlotte Business Journal in June 2022.
Prior to founding Financial Resources Group, Bruce held senior roles including Executive Vice President of Strategic Accounts at LPL Financial, National Director of Sales at Independent Financial Marketing Group, National Sales Manager at PrimeVest Financial Services, President of Compulife Investor Services, and President of the investment/insurance divisions for Great American Bank and First Interstate Bank of Arizona.
Now serving in an emeritus capacity, Bruce enjoys retirement with his wife Ann—his partner of more than 40 years—their three children, three grandchildren (with more on the way!), and remains active in supporting local charities focused on hunger relief and environmental causes. He also enjoys boating, golf, classic cars, and time with family.
*Bruce Miller is not affiliated with LPL Financial
