R. Miller & Associates

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Richard R Miller, Private Wealth Advisor serving the Wellesley, MA area - Ameriprise Advisors

Richard R Miller

CFP®, ChFC®

Private Wealth Advisor

Chief Executive Officer of R. Miller & Associates
Visit Richard R Miller's website
Thomas Pelley, Financial Advisor serving the Wellesley, MA area - Ameriprise Advisors

Thomas Pelley

Financial Advisor

Visit Thomas Pelley's website
Sam Grosso, Associate Financial Advisor serving the Wellesley, MA area - Ameriprise Advisors

Sam Grosso

Associate Financial Advisor

Visit Sam Grosso's website
Ryan Miller, Associate Financial Advisor serving the Wellesley, MA area - Ameriprise Advisors

Ryan Miller

Associate Financial Advisor

Visit Ryan Miller's website

Team

Tracy Dolan

Tracy Dolan

Client Service Manager

Meaghan Harper

Meaghan Harper

Client Relationship Manager

Kristina Kiraly

Kristina Kiraly

Client Relationship Manager

John Koterbay

John Koterbay

Client Relationship Manager

Gina Palumbo

Gina Palumbo

Client Relationship Manager

Qualifications

  • CMFC®
  • CRPC®
  • CRPS®
View more
Kyle Tandet

Kyle Tandet

Client Service Coordinator

Katherine Miller

Katherine Miller

Client Service Coordinator

Callie McOsker

Callie McOsker

Financial Planning Analyst,

Certified Public Accountant
Nicholas Brasesco

Nicholas Brasesco

Financial Planning Specialist

Tatyana Karayeva

Tatyana Karayeva

Financial Planning Specialist,

CERTIFIED FINANCIAL PLANNER™ practitioner

Qualifications

  • CIMA®
View more
Michelle Consoles

Michelle Consoles

Financial Planning Assistant

Tam Tranvu

Tam Tranvu

Financial Planning Assistant

Rebecca Wilson

Rebecca Wilson

Executive Assistant

Julie Miller

Julie Miller

Practice Manager

Brian Pagano

Brian Pagano

Operations Director,

Chief Operating Officer
Donny Heenan

Donny Heenan

Operations Manager,

Human Resource Manager

Qualifications

  • SHRM-SCP
View more
Christina Cobas

Christina Cobas

Marketing Manager

Micayla Hurley

Micayla Hurley

Administrative Assistant