Advisor at Merrill
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Harry Miller is a financial advisor with Merrill Lynch Wealth Management in Springfield, Massachusetts. He transitioned into financial planning after several years as an engineer leading teams in the food manufacturing industry. With an MBA from the University of Massachusetts, Harry applies skills in problem-solving and attention to detail to assist clients in making informed financial decisions.
Harry’s areas of expertise include divorce transition planning, employee benefits planning, investment consulting for defined contribution plans, personal retirement planning, socially responsible and ESG investing, and tax minimization. He holds several professional designations including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA).
A Western Massachusetts native, Harry lives in the region with his wife and their five-year-old Siberian husky, Rocko. Outside of work, he enjoys playing guitar, golfing, hiking, cooking, and spending time with family. He is also involved with community efforts through Revitalize CDC.
Bank of America, N.A.
2022 - Present (4 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2022 - Present (4 years)
Dennis Group
2015 - 2022 (7 years)
CFP®, RICP®
Suffield, CT
North Haven Financial LLC
Retirement Planning is all we do. We specialize in developing custom income solutions and tax strategies for your retirement. We started North Haven Financial because we see a great need to assist people in achieving financial security so they can live their best lives with peace of mind. If you are approaching retirement or have recently retired, the need for a clear financial plan has never been greater. We want to help you achieve confidence and financial security in a way that supports a fulfilling, meaningful life. We do not sell products or make commissions. We offer retirement planning, tax planning, and investment management, focusing on retirement income. - Tax Planning - Health Insurance Planning (Medicare, ACA) - Social Security Claiming Strategies - Proactive Aging & Long-Term Care Planning - Estate Planning - Withdrawal Strategies / Pension Payout Options - Guaranteed Income Strategies - Charitable Giving Check out our services page for more details on how we can help you achieve your retirement aspirations.
CFP®
Suffield, CT
North Haven Financial LLC
Retirement Planning is what we do best. We specialize in developing custom income solutions and tax strategies for your retirement. We started North Haven Financial because we see a great need to help people achieve financial security so they can live their best lives with peace of mind. If you are approaching retirement or have recently retired, the need for a clear financial plan has never been greater. We want to simplify the important decisions you have to make so you can achieve confidence and financial security in a way that supports a fulfilling, meaningful life. We do not sell products or make commissions. We offer retirement planning, tax planning, and investment management, with a focus on retirement income. - Tax Planning - Health Insurance Planning (Medicare, ACA) - Social Security Claiming Strategies - Proactive Aging & Long-Term Care Planning - Estate Planning - Withdrawal Strategies / Pension Payout Options - Guaranteed Income Strategies - Charitable Giving Check out our services page for more details on how we can help you achieve your retirement aspirations.
CFP®, Series 66
East Windsor, CT
Edward Jones
Series 63, Series 65
Enfield, CT
Edward Jones
Series 63, Series 66
Enfield, CT
Edward Jones
Series 66
Enfield, CT
Edward Jones
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