The Team

R. Miller & Associates

Our mission is to help our clients, prudently and thoughtfully, through a long-term relationship utilizing a comprehensive financial planning approach with a knowledgeable and loyal advisory team. We want our clients to understand their options by helping them with their financial decisions so that they can live life brilliantly — today and in the future.

Our Advisors

Richard R Miller

Richard R Miller

Private Wealth Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies

Education

Bentley College, Bachelors of Science in Accountancy
CA Insurance #0E74771

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Amanda Willey

Amanda Willey

Associate Financial Advisor

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Designations

CFP®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Business Retirement Plans

Education

Houghton College, Bachelor of Arts in Business Administration and Spanish

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Thomas Pelley

Thomas Pelley

Financial Advisor

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Top Areas of Focus

  • Retirement Income Strategies
  • Investments
  • Wealth Preservation Strategies

Education

University of Massachusetts Lowell, Bachelors of Science in Accounting and a Minor Civil Engineering

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Jose L Garcia

Jose L Garcia

Associate Financial Advisor

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Top Areas of Focus

  • Intergenerational Planning
  • Retirement Planning Strategies
  • Saving for Education

Education

Bachelor of Science, Finance, Providence College

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John Mikhael

John Mikhael

Associate Financial Advisor

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Top Areas of Focus

  • Retirement Plan Distribution
  • Charitable Giving
  • Tax Planning Strategies

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