Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Business Retirement Plans
  • Tax Planning Strategies
  • Investments
  • Executive Compensation and Benefit Strategies
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Houghton College, Bachelor of Arts in Business Administration and Spanish

Interests

  • Traveling
  • Fitness
  • Spending time with my husband and son

Community participation

  • Treasurer, Global Youth Groove, Inc.
  • Volunteer with the Connecticut Food Bank
  • Secretary, Acacia In Kenya
  • Volunteer with Family Reach Foundation
  • Volunteer at Pine Street Inn

Honored to be recognized in Barron's

We are proud to share that Barron’s named Richard Miller one of their Top 100 Independent Financial Advisors for 2020. The list spotlights top advisors across the U.S., and Richard was honored as the #95 ranked advisor on the list. Congratulations, Richard, and thank you to all our wonderful clients for making this recognition possible. At R. Miller & Associates, helping our clients achieve their goals is the biggest reward of all.