R. Miller & Associates

10/16/2026

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

10/15/2026

📣 Medicare open enrollment has officially begun!

If you are sorting through coverage choices, confusing deadlines, or concerns about costs, you do not have to navigate it alone.

Join Amanda Willey, Private Wealth Advisor, for a complimentary Medicare education event designed to help you better understand your options.

Register here: 🔗 https://bit.ly/4yVWtag

📅 Tuesday, October 20, 2026
🕖 7:00 PM EDT
📍 Lexington Community Center, 39 Marrett Road, Lexington, MA, 02421

Can’t make it? Connect with our team for additional support options!

Register now for Five things to know about Medicare, an event hosted by Ameriprise Financial advisor Amanda Willey.

10/13/2026

Please join us in 👏 congratulating 👏 Gina Palumbo as we celebrate her 5th year with our team! 🎉🥳🎉

10/12/2026

October = National Financial Planning Month, a great reminder to check in on your finances and make sure you are still on track toward your goals. Need a place to start? Check out our latest article. 👇

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Review your financial situation regularly to help monitor progress and stay on track for your goals.

10/10/2026

Congratulations 🎉 to our most recent intern-turned-full-time team member, Anna Sullivan!

Last year, Anna joined our team as an intern and since then, she has been doing amazing work - So we were all excited when she accepted a full-time position with our team. We look forward to the impact she will continue to make in her dual role as Marketing Coordinator and Client Service Coordinator.

Anna, we are so happy you joined our team, congrats again! 🎉🥳🎉

10/09/2026

Medicare decisions can feel overwhelming, but you do not have to navigate them alone.

Join us for an in person, complimentary session centered on Medicare enrollment, important deadlines, coverage considerations, and health care costs in retirement.

Whether you are new to Medicare or reviewing your current coverage, this event can help you better understand your options and make informed choices.

📅 October 20, 2026
🕖 7:00 PM EDT
📍 Lexington Community Center, Lexington, MA
🎤 Presented by Amanda Willey, Private Wealth Advisor

To reserve your seat, register using the link below. 👇
🔗 https://bit.ly/4B0aBAL

Register now for Five things to know about Medicare, an event hosted by Ameriprise Financial advisor Amanda Willey.

10/08/2026

🎉 Congratulations 🎉to Joe Gonthier on earning the Accredited Portfolio Management Advisor (APMA®) designation!

This accomplishment reflects a commitment to continued learning, professional growth, and providing thoughtful guidance to the individuals and families we serve.

Please join us in celebrating Joe on this achievement and career milestone. 👏

10/06/2026

Congratulations to Ryan Miller for being recognized on the 2026 Forbes | SHOOK Best-in-State Next-Generation Wealth Advisors list. 🥳

This award is a strong reflection of Ryan's dedication to helping individuals and families pursue their goals and navigate life's important transitions with confidence.

Thank you to all who have allowed us to be part of your journey, as well as the incredible team members who support our work behind the scenes. We are grateful for your continued trust and partnership.

https://bit.ly/4hJhVrv

Get financial guidance in Wellesley, MA from Ryan Miller & balance pursuing tomorrow's dreams with your goals for today.

09/30/2026

We are excited to share part 2️⃣ of our September birthday 🎉 festivities 🎉 by celebrating even more teammates. Please join us in wishing these teammates a year filled with growth, joy, and meaningful moments - Happy Birthday! 🥳🎊

09/29/2026

Meet the Team! 👋 This month, we wanted to highlight our Business Development Specialists.

Our dedicated team of Business Development Specialists is involved in nearly every corner of our practice. Starting with a rotational program, they gain hands-on experience across all our departments to build a strong foundation of knowledge. After completing their rotations, they put a heavy focus on fostering meaningful relationships in all areas; from introducing new people to our team to partnering with other professionals who can help support those we serve.

Driven by a passion for growth, their initiative, adaptability, and collaborative spirit make them an invaluable part of our practice, and we are so grateful for all the work they do.

Be sure to follow along as we continue to spotlight the remarkable teams who support our practice in the months ahead. 👀

For more information about our amazing team, visit our website! 👇
🔗 https://bit.ly/4yqwtDM