Miller Ferrari Wealth Management logo

Miller Ferrari Wealth Management Employee Directory

Financial ServicesOregon, United States2-10 Employees

Miller Ferrari Wealth Management is an independent financial planning firm based in Bend, Oregon, that adopts a team-based approach to advise clients. The firm integrates specialists across financial planning, tax, legal, money management, and insurance to address a client’s comprehensive financial life. Its services are aimed at individuals seeking coordinated guidance to navigate complex financial decisions and safeguard long‑term objectives. Operating within the financial services sector, the company positions itself as a collaborative practice that leverages subject matter experts to provide holistic planning for its clients. The organization is small in size and operates from its Bend location, reflecting a focused practice model that emphasizes personalized service.

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

Miller Ferrari Wealth Management Global Highlights

Location
Employees

North America
30

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  • United States Of America
    30

Africa
1

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  • Kenya
    1

Miller Ferrari Wealth Management's Leadership

  • Senior Vice President Retirement Consulting Services at Miller Ferrari Wealth Management
    P. M.
    Senior Vice President Retirement Consulting Services
  • Director Equity Research at Miller Ferrari Wealth Management
    J. M.
    Director Equity Research
  • Director Of Client Relations at Miller Ferrari Wealth Management
    M. R.
    Director Of Client Relations
  • Director Insurance Operations at Miller Ferrari Wealth Management
    S. B.
    Director Insurance Operations
  • Portfolio Manager Fixed Income at Miller Ferrari Wealth Management
    F. D.
    Portfolio Manager Fixed Income
  • Manager Advanced Planning at Miller Ferrari Wealth Management
    J. D.
    Manager Advanced Planning
  • Manager Fixed Income Research at Miller Ferrari Wealth Management
    M. R.
    Manager Fixed Income Research
  • Relationship Manager Retirement Consulting Investment Platform at Miller Ferrari Wealth Management
    M. G.
    Relationship Manager Retirement Consulting Investment Platform

Miller Ferrari Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from Miller Ferrari Wealth Management

Name
Title
Contact
Location
Last Update
  • Senior Research Analyst International And Emerging Markets at Miller Ferrari Wealth Management
    A. G.
    Senior Research Analyst International And Emerging Markets
    Oct 16, 2024
  • Team Lead Insurance Operations at Miller Ferrari Wealth Management
    M. F.
    Team Lead Insurance Operations
    Oct 17, 2024
  • Associate Insurance Product Consultant at Miller Ferrari Wealth Management
    J. L.
    Associate Insurance Product Consultant
    Oct 23, 2024
  • Business Development Consultant at Miller Ferrari Wealth Management
    J. P.
    Business Development Consultant
    Oct 18, 2024
  • New Business Associate at Miller Ferrari Wealth Management
    K. P.
    New Business Associate
    Oct 21, 2024
  • New Business Associate at Miller Ferrari Wealth Management
    M. L.
    New Business Associate
    Oct 21, 2024
  • Insurance Product Consultant at Miller Ferrari Wealth Management
    M. S.
    Insurance Product Consultant
    Oct 22, 2024
  • Ira Consultant at Miller Ferrari Wealth Management
    M. C.
    Ira Consultant
    Oct 23, 2024
  • Advanced Planning Consultant at Miller Ferrari Wealth Management
    P. N.
    Advanced Planning Consultant
    Oct 18, 2024
  • Research Associate Equity at Miller Ferrari Wealth Management
    P. R.
    Research Associate Equity
    Oct 22, 2024

Frequently Asked Questions

What is Miller Ferrari Wealth Management known for?

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Miller Ferrari Wealth Management was founded in 2011 and operates in the Financial Services industry. You can contact Miller Ferrari Wealth Management's 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 Middle@millerferrari.com. 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 September 2026. These team members are located across 2 continents, including North America and Africa.

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

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

  • Senior Vice President Retirement Consulting Services: P. M.
  • Director Equity Research: J. M.
  • Director Of Client Relations: M. R.
  • Director Insurance Operations: S. B.
  • Portfolio Manager Fixed Income: F. D.

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