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

Amanda Willey, Private Wealth Advisor serving the Wellesley, MA area - Ameriprise Advisors

Amanda Willey

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Amanda Willey's website
Thomas Pelley, Financial Advisor serving the Wellesley, MA area - Ameriprise Advisors

Thomas Pelley

Financial Advisor

Visit Thomas Pelley's website

Team

Brian Pagano

Brian Pagano

Operations Director,

Chief Operating Officer
Callie McOsker

Callie McOsker

Financial Planning Analyst,

Certified Public Accountant
Julie Miller

Julie Miller

Practice Manager

Donny Heenan

Donny Heenan

Operations Manager,

Human Resource Manager

Qualifications

  • SHRM-SCP
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Rebecca Wilson

Rebecca Wilson

Executive Assistant

Tracy Dolan

Tracy Dolan

Client Service Manager

Meaghan Harper

Meaghan Harper

Client Relationship Manager

John Koterbay

John Koterbay

Client Relationship Manager

Gina Palumbo

Gina Palumbo

Client Relationship Manager

Kyle Tandet

Kyle Tandet

Client Service Coordinator

Nicholas Brasesco

Nicholas Brasesco

Financial Planning Specialist

Giovanna Casey

Giovanna Casey

Financial Planning Specialist,

CERTIFIED FINANCIAL PLANNER™ practitioner
Tatyana Karayeva

Tatyana Karayeva

Financial Planning Specialist,

CERTIFIED FINANCIAL PLANNER™ practitioner

Qualifications

  • CIMA®
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Michelle Consoles

Michelle Consoles

Financial Planning Assistant

Tam Tranvu

Tam Tranvu

Financial Planning Assistant

Scott Wilson

Scott Wilson

Financial Planning Assistant,

Certified Public Accountant
Christina Cobas

Christina Cobas

Marketing Manager

Marissa Walsh

Marissa Walsh

Operations Specialist,

ACCREDITED WEALTH MANAGEMENT ADVISOR℠

Roles & Responsibilities

  • Trading Specialist
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