Senior Vice President, Wealth Management, Financial Advisor, Corporate Retirement Director
Phone:
(617) 589-3265(617) 589-3265
The Miller Group at Morgan Stanley
Direct:
(617) 589-3265(617) 589-3265
Toll-Free:
(800) 752-2678(800) 752-2678
Our Mission Statement
Helping clients like you achieve all of your retirement and investing goals
About Us
Welcome to The Miller Group, your trusted Financial Advisors committed to helping you define and achieve your financial goals. Our team provides a diverse range of resources tailored to your investment preferences, working collaboratively to preserve and grow your wealth.
Much like athletes seeking a qualified coach for marathon training, planning for long-term goals, such as retirement, requires expertise and support. As fiduciaries, we understand the unique challenges of managing a comprehensive retirement plan for your organization. We take on the responsibility of selecting and monitoring service providers and investments, ensuring compliance with ERISA regulations, and developing strategies to encourage employee participation.
Drawing upon extensive experience in portfolio management and comprehensive financial planning, we provide discerning individuals and families with personalized solutions for building and managing their wealth. As seasoned professionals, we have the knowledge and experience to navigate challenges and drive outcomes. Our practice is committed to tailoring personalized financial solutions to suit your life.
The Miller Group prioritizes understanding your needs through collaborative, professional, and educational consultations, placing your goals at the forefront of our relationship. Let us partner with you on the journey towards financial success and security.
Much like athletes seeking a qualified coach for marathon training, planning for long-term goals, such as retirement, requires expertise and support. As fiduciaries, we understand the unique challenges of managing a comprehensive retirement plan for your organization. We take on the responsibility of selecting and monitoring service providers and investments, ensuring compliance with ERISA regulations, and developing strategies to encourage employee participation.
Drawing upon extensive experience in portfolio management and comprehensive financial planning, we provide discerning individuals and families with personalized solutions for building and managing their wealth. As seasoned professionals, we have the knowledge and experience to navigate challenges and drive outcomes. Our practice is committed to tailoring personalized financial solutions to suit your life.
The Miller Group prioritizes understanding your needs through collaborative, professional, and educational consultations, placing your goals at the forefront of our relationship. Let us partner with you on the journey towards financial success and security.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
The Four Key Elements
1. Investment Selection and Monitoring
- Tailored investment resources to match individual preferences
- Deliver stable value due diligence review and analysis
- Provide ongoing investment monitoring
- Assist with Investment Selection as an
• ERISA 3(21) Fiduciary
• ERISA 3(38) Investment Manager
- Deliver stable value due diligence review and analysis
- Provide ongoing investment monitoring
- Assist with Investment Selection as an
• ERISA 3(21) Fiduciary
• ERISA 3(38) Investment Manager
2. Retirement Plan Management and Risk Reduction
- Keep apprised of legislative and regulatory updates
- Perform plan assessment and review
- Strategic development to reduce risks and encourage employee participation
- Perform plan assessment and review
- Strategic development to reduce risks and encourage employee participation
3. Expense Oversight and Management
- Diligent oversight to manage expenses effectively
- Monitoring and optimizing costs associated with financial strategies
- Proactive management to ensure efficient resource allocation
- Customized solutions to align expenses with financial goals
- Monitoring and optimizing costs associated with financial strategies
- Proactive management to ensure efficient resource allocation
- Customized solutions to align expenses with financial goals
4. Employee Education and Engagement
- Prioritizing employee’s needs through consultations
- Educational initiatives to empower in financial decision making
- Strategies to encourage active employee participation in financial programs
- Offer risk-based and target-date model portfolios
- Educational initiatives to empower in financial decision making
- Strategies to encourage active employee participation in financial programs
- Offer risk-based and target-date model portfolios
Experience
Our Team has the extensive experience, specialized training, and resources necessary to help our clients address their unique goals and aspirations. Read below to understand more about our designation and how Morgan Stanley can help achieve your goals.
Chartered Retirement Plans Specialist (CRPS®)
Chartered Retirement Plans Specialist (CRPS®) credential is designated for individuals involved in creating, implementing, and maintaining retirement plans for businesses. Distinguishing itself from many other financial planning and advisory designations, the CRPS specifically concentrates on wholesale and business clients. This credential is awarded by the College for Financial Planning upon individuals who successfully pass an exam, showcasing their expertise in the field.
Certified Plan Fiduciary Advisor (CPFA®)
A Certified Plan Fiduciary Advisor (CPFA®) is a financial professional showcasing expertise and experience in handling retirement plans, such as 401(k)s, 403(b)s, and other defined contribution plans. CPFA professional can help their clients objectively review their financial status, identify potential concerns, and suggesting suitable solutions for addressing these retirement matters.
Corporate Retirement Director
Identified by Morgan Stanley as a retirement-focused financial advisor who possess a proven track record working with corporate and institutional clients. Successfully met stringent requirements concerning the number and size of retirement plans serviced, and they hold an external retirement-focused designation with ongoing continuing education requirements. Its noteworthy that only approximately 2 percent of the firm’s financial advisors hold this prestigious designation.
Government Entity Specialist (GES)
Wealth Management has a “US Government Entity Specialist” model whereby only those Advisors who meet specific criteria will be permitted to engage in advisory and/or brokerage activity with US Government Entity clients. Only FAs with this designation are permitted to solicit and service US Government Entity foundation/endowment or retirement accounts, and, in very limited instances, public funds accounts.
Digital Tools
Our aim is straightforward: To be the firm where industry-leading advisors harness state-of-the-art technology, providing tailored wealth management solutions to clients and their families, empowering them to attain life goals. We a recommitted to serving clients on cutting-edge, resilient, safe, efficient, smart and flexible technology platforms.
Morgan Stanley Online
Morgan Stanley Online digital capabilities and the Morgan Stanley Mobile App provide clients with access to their account information, enriched reporting tools, several cash management solutions and robust market research. The Morgan Stanley Mobile App provides clients with access to their accounts in just a few taps.
Register for Morgan Stanley Online
E-delivery
eDelivery is a secure electronic delivery service that allows you to view your Morgan Stanley statements and other firm documents online. You can enroll in eDelivery if you are registered in Morgan Stanley Online. Currently, documents available through eDelivery include statements, trade confirmations and prospectuses, general correspondence, selected Internal Revenue Service (IRS) approved tax documents, syndicate offerings, shareholder communications, and portfolio reports.
Enroll in eDelivery
Total Wealth View
Our Total Wealth View platform gives you a single view of all your assets and liabilities, whether they are held at Morgan Stanley or elsewhere. This consolidated view allows me to provide a comprehensive analysis of your entire financial picture.
Learn More
Portfolio Risk Platform
Our Portfolio Risk Platform, backed by institutional-caliber analytics, assesses thousands of risk factors using a holding-based approach to assess a portfolio's exposures, analyze how securities behave together across portfolios and forecast how they influence risk and return moving forward.
Portfolio Risk Platform
Security Center
Learn about our latest security measures, how we are safeguarding your assets and personal information and find actionable insights and resources on important cybersecurity topics to enhance your own security.
Security Center
Philanthropic Planning
Your philanthropic objectives are as unique as your vision of a better world. However, it can be challenging to determine your objectives when there are so many worthy causes and unmet needs.
Philanthropic PlanningValuable Tools & Resources
Our comprehensive suite of digital tools are designed to help enhance various aspects of your financial life. Below are a few of the technologies we have to offer our clients. We have also included resources meant to transform complex financial analysis and research into concise and easily digestible content.
2024 Federal Tax Table
This document outlines the 2024 tax rate schedule, education and health savings account limits, retirement contribution and deduction limits, among other information.
View 2024 Tax Tables
Maximum Benefit & Contribution Limits
This document highlights the maximum benefit contribution limits from 2018-2024
View Maximum Benefit & Contribution Limits
GIC Weekly Research Report
The Global Investment Committee's Lisa Shalett headlines this weekly look a the markets, asset class performance and fixed income.
Read The Latest Report
Morgan Stanley Ideas Podcast
The Morgan Stanley Ideas Podcast brings you revealing stories about the world of business, finance, technology and beyond.
Check Out The Latest Episode
Thoughts On The Market Podcast
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss variety of viewpoints regarding the latest trends in the financial marketplace.
Check Out The Latest Episode
Morgan Stanley Reserved Insights
Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's most valued clients. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
MS Reserved InsightsLocation
28 State Street 26th
Fl
Boston, MA 02109
US
Direct:
(617) 589-3265(617) 589-3265
Toll-Free:
(800) 752-2678(800) 752-2678
Meet The Miller Group
Financial Advisor, CHARTERED RETIREMENT PLANS SPECIALIST, Vice President, Government Entity Specialist, Corporate Retirement Director, Financial Planning Specialist
Phone:
(617) 589-3372(617) 589-3372
Jody J. Devero
Senior Registered Associate
Phone:
(617) 589-3324(617) 589-3324
About Brian F Miller
Brian Miller, Founder of The Miller Group, joined Morgan Stanley as a Financial Advisor in 1987 after spending five years in banking. Brian has built a business advising local organizations on their Corporate, Not-for-Profit and Taft Hartley Retirement Plans. Brian understands that each organization has their own unique objectives for their future growth and employees’ well-being. He collaborates with decision-makers, uncovers opportunities for improvement and then deploys appropriate resources. His process has impacted thousands of retirement plan participants in the Greater Boston area. Brian is also a Certified Plan Fiduciary Advisor.
Brian is a devoted family man and active within the Greater Boston community. He was a 10-year member of the Laboure Center Advisory Board and co-chaired the organization’s Capital Campaign. Brian was a founding trustee and finance chair of the Boston Collegiate Charter School and served on St. Brigid’s School Board. Brian is a graduate of Bentley University, who currently holds the following FINRA registrations: 7, 63, 66, 3 and is Life licensed.
Brian is a devoted family man and active within the Greater Boston community. He was a 10-year member of the Laboure Center Advisory Board and co-chaired the organization’s Capital Campaign. Brian was a founding trustee and finance chair of the Boston Collegiate Charter School and served on St. Brigid’s School Board. Brian is a graduate of Bentley University, who currently holds the following FINRA registrations: 7, 63, 66, 3 and is Life licensed.
Securities Agent: NC, CA, MT, AZ, NH, NY, FL, CT, OH, MA, IL, VA, MD, VT, NJ, IA, HI, MI, ME, IN, CO, RI, MN, DE; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
About Bridget Gates
Bridget Graham was welcomed to Morgan Stanley and The Miller Group after spending 10 years in Retirement Plans with MassMutual and The Hartford Financial Group. She has consulted on small-, mid-, and large-sized plans with an unwavering focus on fiduciary guidance, documenting process and measurable participant outcomes. Bridget brings a strong background of plan design, employee education and vendor intelligence.
Bridget enjoys living by the water and can be found regularly at her local farmers market. She attended the State University of New York. She holds the following FINRA registrations: 6, 7, 63, 66 and is Life licensed. Bridget also holds the Chartered Retirement Plans Specialist designation.
Bridget enjoys living by the water and can be found regularly at her local farmers market. She attended the State University of New York. She holds the following FINRA registrations: 6, 7, 63, 66 and is Life licensed. Bridget also holds the Chartered Retirement Plans Specialist designation.
Securities Agent: IA, IL, CO, IN, CT, MA, AZ, RI, MN, MT, HI, NC, MI, DE, CA, PA, NH, VT, NY, VA, NJ, FL, OH, ME, MD; General Securities Representative; Investment Advisor Representative
About Jody J. Devero
Jody Devero began working with Brian in 2012. Prior to joining Morgan Stanley, he worked at an institutional trading floor. Jody is the friendly voice our clients have come to expect when calling our office. He is always happy to assist with day-to-day requests. Ever dependable and always accountable, he keeps the team organized and operating efficiently.
Jody has a wide variety of interests outside the office, including tending to his vegetable gardens and strumming his guitar by his fire pit. He is a graduate of Northeastern and currently holds the following FINRA registrations: 7, 63.
Jody has a wide variety of interests outside the office, including tending to his vegetable gardens and strumming his guitar by his fire pit. He is a graduate of Northeastern and currently holds the following FINRA registrations: 7, 63.
Contact Brian F Miller
Contact Bridget Gates
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Alfie Thomas
Planning Associate
About Alfie Thomas
Alfie Thomas is a Planning Associate at Morgan Stanley providing dedicated financial planning support to Financial Advisors and their teams. Operating as an extension of the FA/Team, he collaborates with clients to discover and define goals that matter most to them. Leveraging state of the art technology, he will evaluate various options and their potential outcomes to help clients confidently choose the appropriate course of action. Alfie provides expertise across a wide suite of Morgan Stanley planning tools designed to assist in the areas of investment accumulation, retirement, education, major purchase, cash flow, risk management, tax efficiency, and wealth transfer planning.
He earned his undergraduate degree from Clark University and received the Financial Planning Specialist® designation from the College for Financial Planning. Alfie is originally from New York, NY and currently resides in New York, NY.
He earned his undergraduate degree from Clark University and received the Financial Planning Specialist® designation from the College for Financial Planning. Alfie is originally from New York, NY and currently resides in New York, NY.
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Retirement for Plan Sponsors
End-to-End Services, Made Simple:
We can provide the tools and guidance to help you manage a retirement plan.
We can provide the tools and guidance to help you manage a retirement plan.
- Plan Evaluation
- Investment Management
- Plan Management Support
- Plan Participant Education
State of the Workplace Study 2023
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact The Miller Group today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
