Miller Ferrari Wealth Management Employee Directory

Financial ServicesOregon, United States2-10 Employees

We are an independent financial planning firm that takes a team approach, utilizing subject matter experts for Financial Planning, Tax, Legal, Money Management and Insurance to ensure our client's complete financial life is in order.






Securities and advisory services are offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser.    The Financial Advisor associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html.  Miller Ferrari Wealth Management, 333 SW Upper Terrace Dr., Bend, Oregon 97702. 541-639-8055.

Find Miller Ferrari Wealth Management employees' phone numbers or email addresses

Miller Ferrari Wealth Management Global Highlights

Location
Employees

North America
29

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  • United States Of America
    29

Africa
1

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  • Kenya
    1

Miller Ferrari Wealth Management's Leadership

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    R. M.
    Founder
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    P. M.
    Senior Vice President Retirement Consulting Services
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    K. F.
    Controller
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    J. M.
    Director Equity Research
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    M. R.
    Director Of Client Relations
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    S. B.
    Director Insurance Operations
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    F. D.
    Portfolio Manager Fixed Income
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    J. D.
    Manager Advanced Planning
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Miller Ferrari Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Miller Ferrari Wealth Management

Name
Title
Contact Info
Location
Last Update
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    R. M.
    Founder
    Phone icon
    UNITED STATES
    Oct 18, 2024
  • Stylized image of a person
    P. M.
    Senior Vice President Retirement Consulting Services
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    K. F.
    Controller
    Phone icon
    United StatesTennessee
    Oct 21, 2025
  • Stylized image of a person
    J. M.
    Director Equity Research
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    M. R.
    Director Of Client Relations
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    S. B.
    Director Insurance Operations
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    Oct 21, 2024
  • Stylized image of a person
    F. D.
    Portfolio Manager Fixed Income
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    J. D.
    Manager Advanced Planning
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    Oct 22, 2024
  • Stylized image of a person
    M. R.
    Manager Fixed Income Research
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    Oct 23, 2024
  • Stylized image of a person
    M. F.
    Team Lead Insurance Operations
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    Oct 17, 2024

Frequently Asked Questions

What is Miller Ferrari Wealth Management known for?

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Miller Ferrari Wealth Management was founded in 2011 operates in the Financial Services industry. The company's main headquarters is located in 333 Southwest Upper Terrace Drive Bend, Oregon 97702 United States; you can contact the main corporate office by phone at . Explore Miller Ferrari Wealth Management's company overview page for more information.

What is Miller Ferrari Wealth Management's most common email format?

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Miller Ferrari Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Miller Ferrari Wealth Management email formats with LeadIQ.

How many employees does Miller Ferrari Wealth Management have currently?

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Miller Ferrari Wealth Management has approximately 4 employees as of March 2026. These team members are located across 2 continents, including North AmericaAfrica.

Who are Miller Ferrari Wealth Management's key employees and leadership?

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As of March 2026, Miller Ferrari Wealth Management's key employees include:

  • Founder: R. M.
  • Senior Vice President Retirement Consulting Services: P. M.
  • Controller: K. F.
  • Director Equity Research: J. M.
  • Director Of Client Relations: M. R.

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