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Meet the team

Sam Grosso, Associate Financial Advisor serving the Shelton, CT area - Ameriprise Advisors

Sam Grosso

Associate Financial Advisor
R. Miller & Associates
10
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Family Finances
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Domestic Partner Planning
  • Intergenerational Planning
  • Sustainable and Responsible Investing
  • Saving for Education
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Charitable Giving Strategies
  • Retirement Income Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Social Security Retirement Benefits

Education

  • The University of Rhode Island, B.S. in Accounting

Awards & recognition

  • R. Miller & Associates, Forbes Best-in-State Wealth Management Teams, 2023-2026
  • R. Miller & Associates, Ameriprise Client Experience Award, 2021, 2023-2025

Community participation

  • Community Servings
  • Family Reach
  • Greater Valley Chamber of Commerce (Shelton, CT)

Interests

  • Golf
  • Skiing
  • Chess