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Richard R Miller
CFP®
Senior Financial Advisor

(781) 431-7222
60 Walnut Street   Suite 101
Wellesley, MA 02481

richard.r.miller@ampf.com

MILLER, ALLEN & ASSOCIATES


Ameriprise Private Wealth advisors know that affluence is about more than just money. It’s a way for you to live the life you’ve always imagined and to accomplish the things you’ve dreamed about. We also know that wealth brings responsibility and complexity. Just as you’ve worked hard to reach a level of affluence and comfort in your life, you now need to manage and protect all that you’ve achieved.

Private Wealth Advisors have extensive experience helping clients like you deal with the complexities of wealth. We work closely with you to explore the full range of opportunities your wealth can bring, and advise you on the best strategies for harnessing its potential throughout your life. Depending on your particular situation, we offer sophisticated financial solutions that can help you:

  • Provide for future generations
  • Give to causes you care about
  • Preserve your wealth so that you can maintain your lifestyle throughout retirement

This level of attention and experience is something you can only get from a highly experienced professional who specializes in fulfilling the needs of wealthy clients like you.

Interests

  • Skiing, Golfing, and Traveling

Community Participation

  • Fundraiser for the Room to Dream Foundation 2007 + 2008

Annual Charity Golf Event

Qualifications

  • BS Accountancy - Bentley College, 1990
  • Series 7
  • Series 63
  • Life, Accident and Health
  • CFP®, ChFP®, Chartered Financial Planner™ practitioner
  • Ameriprise Private Wealth Advisor
  • Chairman's Advisory Council, 2005-present

Professional Associations

  • Financial Planning Association

Areas of Focus

  • Investment Advice
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Asset Allocation

License information
I am licensed and registered to conduct business in MA. Based on licenses and registrations I hold, I may also conduct certain business in GA, AZ, CA, CO, CT, FL, IL, MD, ME, NC, NH, NJ, NY, OR, PA, RI, SC, TX, VA, VT, WI, DC

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.


A financial advisory practice of Ameriprise Financial Services, Inc.