Richard Miller headshot

Richard A. Miller

Portfolio Manager

Richard has extensive experience serving individuals, families and business owners with their retirement and portfolio management needs. He has a deep knowledge of financial and estate planning processes as well as life insurance and annuity evaluation. He was previously an Advisor with RBC Dain Rauscher and Morgan Stanley. While at Morgan Stanley he earned the designations of Estate Planning Consultant and Retirement Planning Specialist. He previously served ten years as an Arbitrator for the Financial Industry Regulatory Authority (FINRA).

Richard served 14 years as President of The 100 Club of San Antonio, a 501(c)3 organization which serves the children and families of fallen law-enforcement and firefighters in San Antonio and Bexar County. He is a board member of the San Antonio Fire Museum and the FBI San Antonio Citizens Academy Alumni. He serves on the Foundation Board, Scholarship Committee and Safety Committee of Alamo Heights Methodist Church and is active in their Youth Program. He is a frequent public speaker.

He is a graduate of the U.S. Marshal’s Citizens Academy, the FBI Citizens Academy San Antonio, DEA Citizens Academy, Bexar County Sheriff’s Citizens Academy, and the San Antonio Police Citizens Academy. In 2018 he was awarded the FBI Directors Community Leadership Award and has been honored by the Texas Legislature for service to his community.

He is a former board member of the Alamo Area D.A.R.E. program which educates children, teachers and parents regarding drug abuse awareness and alternatives to violence. He had served over 12 years as a leader for the Alamo Area Boy Scouts. He is passionately involved in his community.

Richard is a proud veteran of the U.S. Navy. He is married to Heather with five children – all boys!

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