Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER practitioner
  • APMA® Accredited Portfolio Management Advisor℠
  • AWMA® Accredited Wealth Management Advisor℠

Education

  • Princeton University class of 1975: BA in Slavic Languages and Literatures
  • American University of Beirut class of 1981: MA in Middle East Studies
  • Columbia University class of 1984: MPhil in Sociology

Interests

  • My wife and I are actively involved in the visual arts. Some of our favorite museums include the Smithsonian Institution's Freer and Sackler Galleries, the Reitberg in Zurich, The Rubin in NYC, Cleveland Art Museum, Clark Art Institute in MA and the Ackland at UNC Chapel Hill.
  • We enjoy spending time in Craftsbury, Vermont where we practice sculling at the Craftsbury Rowing Center.
  • Favorite recent books: Josef Albers: Interaction Edited by Heinz Liesbrock, The Lumbee Indians: An American Struggle by Malinda Lowery.
  • Breathtaking moment: The First International Sufi Music Festival Rajasthan, India

Community participation

Dick Miller is a long-time supporter of the visual arts, most recently as a Director's Circle member of the Smithsonian's Freer Sackler Galleries. Dick's wife is the director of the Ackland museum at UNC Chapel Hill. Dick supports Heartbeet, a community of adults with developmental disabilities who live and work together in a therapeutic agricultural residence in the hills of Vermont where his brother, a skilled carpenter, has built residential housing.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.