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Our financial advice team


Dennis Miller

Dennis Miller

CFP®, MBA, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Intellective Capital
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 36 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Family Finances
  • Saving for Education
  • Charitable Giving

Interests

When not in the office I enjoy spending time with my amazing wife Allison exploring all that Long Island has to offer. From wine tasting at the North Fork Vineyards and taking rides to Freeport's Nautical Mile on our Harley Davidson and Surfcasting for Striped Bass with our beach truck out in Montauk we are always on the go. Summer days usually involve a pair of backpacks, paperbacks and a hunt for deserted beachfront on Fire Island. Over this past year I have developed a true love for running outdoors and I can often be found in the early morning hours somewhere between Cedar Park and Jones Beach on the Ellen Farrant Memorial Bikeway.

Awards & recognition

  • Ameriprise Circle of Success, 2012, 2013

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Fordham University, Graduate School of Business, M.B.A. 2004
  • Cornell University, Bachelor of Science, School of Engineering 1991

Professional associations

  • Long Island Accountants & Financial Planners Network

Previous experience

  • Manager/Engineer, General Electric Corporation, 1986-1997
Newsletter

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Community participation

While I would love to be a person volunteering my spare time to help others, being a caregiver is not a job anyone ever sees themselves taking on.

I simply have no words for how thankful I am for Memorial Sloan Kettering Cancer Center and all of the doctors, nurses and staff. Please help my wife Allison and I support them if you can.

  • Memorial Sloan Kettering Cancer Center