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Client Relationship Manager
for Jay Spies, J.D., M.P.A.,
Paul M. Baader, and
Patrick Conor McMullen, RICP®
Abraham Miller serves as the Client Relationship Manager for Jay Spies, Paul Baader, and Patrick Conor McMullen, supporting each of their practices individually. He assists with the day-to-day operations and client service needs specific to each advisor, helping ensure a smooth and professional experience for their respective clients. Prior to joining the Heritage team, Abraham worked as a data analyst for several organizations across the country. Abraham graduated from Wake Forest University with a degree in Political Science and International Affairs along with a certificate of completion of the Summer Management Program through the business school. Abraham is Life and Health insurance licensed and FINRA Series 7 and Series 66 registered.
Abraham lives in York, Pennsylvania and in his free time, he enjoys golfing, playing sports, hiking, and spending time with friends and family.
Education
- B.A. in Political Science and International Affairs
- Certificate of completion of the Summer Management Program
Certifications
- Life and Health insurance licensed
- SIE
- Series 7 registered
- Series 66 registered

