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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

  • Stylized image of a person
    P. M.
    Senior Vice President Retirement Consulting Services
    Mobile Phone
  • Stylized image of a person
    J. M.
    Director Equity Research
    Mobile Phone
  • Stylized image of a person
    M. R.
    Director Of Client Relations
    Mobile Phone
  • Stylized image of a person
    S. B.
    Director Insurance Operations
    Mobile Phone
  • Stylized image of a person
    F. D.
    Portfolio Manager Fixed Income
    Mobile Phone
  • Stylized image of a person
    J. D.
    Manager Advanced Planning
    Mobile Phone
  • Stylized image of a person
    M. R.
    Manager Fixed Income Research
    Mobile Phone
  • Stylized image of a person
    M. F.
    Team Lead Insurance Operations
    Mobile Phone

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
Location
Last Update
  • Stylized image of a person
    R. S.
    Research Analyst Fixed Income
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    T. B.
    Insurance Product Consultant
    Mobile Phone
    Oct 21, 2024

Frequently Asked Questions

What is Miller Ferrari Wealth Management known for?

Minus sign iconPlus sign iconMiller Ferrari Wealth Management was founded in 2011 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-541-639-****
. Explore Miller Ferrari Wealth Management's company overview page for more information.

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

Minus sign iconPlus sign iconMiller 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?

Minus sign iconPlus sign iconMiller Ferrari Wealth Management has approximately 4 employees as of July 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 July 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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