R. Miller & Associates

R. Miller & Associates A private wealth advisory practice of Ameriprise Financial Services, LLC At R.

Miller & Associates, we do more than plan for your future - we are committed to being a part of it. Through our ongoing guidance and resources, our team helps you navigate complexity throughout your entire financial journey and is with you every step of the way. Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

As we wrap up the month of May, let us 🎉 celebrate 🎉 the team members who marked birthdays this month. Please join us in...
05/31/2026

As we wrap up the month of May, let us 🎉 celebrate 🎉 the team members who marked birthdays this month. Please join us in wishing our teammates a year filled with growth, joy, and meaningful moments - Happy Birthday! 🥳🎊

Happy 5️⃣2️⃣9️⃣ Day! If saving for education is on your mind, then this FAQ is a great place to begin exploring your opt...
05/30/2026

Happy 5️⃣2️⃣9️⃣ Day! If saving for education is on your mind, then this FAQ is a great place to begin exploring your options.

Learn the ins and outs of 529 plans.

The celebration continues! 🎉 Congratulations to John Schultz, one of our intern-turned-full-time team members and one of...
05/27/2026

The celebration continues! 🎉 Congratulations to John Schultz, one of our intern-turned-full-time team members and one of our newest Business Development Specialists! 🎉

John has grown with our team over the past two years as an intern and has made a meaningful impact along the way. Now, as a recent graduate of the University of South Carolina 🎓 he is stepping into a full-time role with us, and we look forward to seeing all he will accomplish in this next chapter. 🌟

Congratulations again, John. We are excited for all that is ahead! 👏🥳

🎉 Congratulations to Josh Skenderian, one of our intern-turned-full-time team members and one of our newest Business Dev...
05/27/2026

🎉 Congratulations to Josh Skenderian, one of our intern-turned-full-time team members and one of our newest Business Development Specialists! 🎉

Over the past two and a half years, Josh has grown with our team as an intern and made a meaningful impact along the way. Now, as a recent graduate of Bentley University 🎓 he is stepping into a full-time role with us, and we look forward to seeing all he will accomplish in this next chapter. 🌟

Congratulations again, Josh. We are excited for all that is ahead! 👏🥳

Have you heard our BIG news yet? R. Miller & Associates has moved to a new office! 📦➡️🏢As of May 22nd, our Massachusetts...
05/22/2026

Have you heard our BIG news yet? R. Miller & Associates has moved to a new office! 📦➡️🏢

As of May 22nd, our Massachusetts' office will be located at:
📍36 Washington Street, Suite 140, Wellesley, MA 02481

We are so excited to be sharing this journey with you, so stay tuned for more updates and behind the scenes moments. 👀✨

If you have any questions about this transition our team is ready to help! You can also check out our website for more information: 🔗 https://bit.ly/4f2NcpY

Please join us in 👏 congratulating 👏 Andrew as we celebrate his 4th year with our team! 🎉🥳🎉
05/14/2026

Please join us in 👏 congratulating 👏 Andrew as we celebrate his 4th year with our team! 🎉🥳🎉

Happy Mother's Day to all the amazing moms and mother figures celebrating today. 💖 A special shoutout to all the moms on...
05/10/2026

Happy Mother's Day to all the amazing moms and mother figures celebrating today. 💖
A special shoutout to all the moms on the R. Miller & Associates team - we hope today brings you new memories and many, many smiles! 💐😊

As the school year wraps up, many families find themselves reflecting on what the future may hold and how to prepare (an...
05/08/2026

As the school year wraps up, many families find themselves reflecting on what the future may hold and how to prepare (and pay) for important milestones, such as higher education. Whether your child is in grade school or actively thinking about college, it is never too early - or too late - to start planning.

If you need a place to begin then join our next online presentation led by Lennox Donlon, Associate Financial Advisor, for a thoughtful review of college savings strategies worth considering.

Use the link below to RSVP and save your spot. ⬇️
🔗 https://bit.ly/4nnNF8k

📅 Wednesday, May 20th
🕧 12:30 PM (ET)

Please join us in 👏 congratulating 👏 Quinn as we celebrate his 1st year with our team! 🎉🥳🎉
05/05/2026

Please join us in 👏 congratulating 👏 Quinn as we celebrate his 1st year with our team! 🎉🥳🎉

Please join us in 👏 congratulating 👏 Brian as we celebrate his 28th year with our team! 🎉🥳🎉
05/04/2026

Please join us in 👏 congratulating 👏 Brian as we celebrate his 28th year with our team! 🎉🥳🎉

Address

60 Walnut Street, Ste 4
Wellesley, MA
02481

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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