$5.9+ trn
UBS Group invested assets
As of 06/30/2024
How can we help bring your vision to life?
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Mike Miller is a Sr. Vice President of Wealth Management and Financial Advisor with Miller Wealth Management at UBS Financial Services. He started his career in the financial services industry in 1988. Prior to entering the financial services industry, he attended and played baseball for Washington State University where he majored in Business Administration and minored in Economics. After college, Mike was drafted by the Kansas City Royals and played 6 years in that organization. Once his baseball career came to an end, he started with Piper Jaffray Hopwood as a stockbroker in Minneapolis, Minnesota. Mike has over 34 years of industry experience, working for the same investment firm which is now UBS Financial Services. Mike is FINRA registered and holds the Series 7, 63 and 65 securities licenses as well as licenses for life, accident, health insurance, long term care and annuities.
Mike’s primary goal when working with clients is to enhance their life, and the life of their family, through effective planning, investing and stewardship of their assets. He uses his extensive experience to provide personalized investment strategies and wealth planning services to a variety of clients, including individuals, families and business owners.
Mike and his wife, Ann, have five adult children, two daughter-in-law’s and four grandchildren. They spend time between Minnesota, North Carolina, Arizona and California visiting their kids and grandkids as much as they can. Mike enjoys teaching at their local church, pouring into the next generation through coaching baseball, volunteering with numerous local charities and serving on several ministry boards. On Saturdays, Mike enjoys being on his John Deere tractor, working on multiple chores around the house, walking the family dog, Tucker, or spending time with family and friends.
Drew Miller is a Financial Advisor with Miller Wealth Management at UBS Financial Services. He is a baseball alum and graduate of the University of St. Thomas with a bachelor’s degree in Entrepreneurship from the Schultz School of Entrepreneurship. Drew began his career in financial services as a Client Service Associate in 2019 at UBS. He then joined the Financial Advisor Training Program at the UBS Wealth Advice Center. In 2022, he joined the Miller Wealth Management Group as a Financial Advisor. Drew is FINRA registered and holds his Series 7 and 66 security licenses as well as licenses for life, accident, health insurance, long term care and annuities.
Drew enjoys working side-by-side with his clients, helping them visualize and design a financial and investment plan for their family. A background in Entrepreneurship has enabled Drew to think creatively when it comes to complex challenges and problem solving. He feels much of the financial services industry is connecting with people, listening to what is important to them, and establishing a plan to help achieve their goals and objectives. Drew takes pride in helping clients walk away feeling a sense of confidence in the plan that’s put in place and the direction they are headed.
Drew and his wife, Abby, were both born and raised in Minnesota. They have three young children and currently live in Charlotte, North Carolina. Drew enjoys a good cup of coffee, a tasty bite of food and getting out on the golf course (really anything sports related). He is also very involved at his local church, mentoring men in his community, and is looking forward to coaching his kids as they get older. As a family, they love embracing new adventures, traveling to different places, cooking meals in the kitchen, trying new restaurants, but most of all just spending time together.
Mike Miller is a Sr. Vice President of Wealth Management and Financial Advisor with Miller Wealth Management at UBS Financial Services. He started his career in the financial services industry in 1988. Prior to entering the financial services industry, he attended and played baseball for Washington State University where he majored in Business Administration and minored in Economics. After college, Mike was drafted by the Kansas City Royals and played 6 years in that organization. Once his baseball career came to an end, he started with Piper Jaffray Hopwood as a stockbroker in Minneapolis, Minnesota. Mike has over 34 years of industry experience, working for the same investment firm which is now UBS Financial Services. Mike is FINRA registered and holds the Series 7, 63 and 65 securities licenses as well as licenses for life, accident, health insurance, long term care and annuities.
Mike’s primary goal when working with clients is to enhance their life, and the life of their family, through effective planning, investing and stewardship of their assets. He uses his extensive experience to provide personalized investment strategies and wealth planning services to a variety of clients, including individuals, families and business owners.
Mike and his wife, Ann, have five adult children, two daughter-in-law’s and four grandchildren. They spend time between Minnesota, North Carolina, Arizona and California visiting their kids and grandkids as much as they can. Mike enjoys teaching at their local church, pouring into the next generation through coaching baseball, volunteering with numerous local charities and serving on several ministry boards. On Saturdays, Mike enjoys being on his John Deere tractor, working on multiple chores around the house, walking the family dog, Tucker, or spending time with family and friends.
Drew Miller is a Financial Advisor with Miller Wealth Management at UBS Financial Services. He is a baseball alum and graduate of the University of St. Thomas with a bachelor’s degree in Entrepreneurship from the Schultz School of Entrepreneurship. Drew began his career in financial services as a Client Service Associate in 2019 at UBS. He then joined the Financial Advisor Training Program at the UBS Wealth Advice Center. In 2022, he joined the Miller Wealth Management Group as a Financial Advisor. Drew is FINRA registered and holds his Series 7 and 66 security licenses as well as licenses for life, accident, health insurance, long term care and annuities.
Drew enjoys working side-by-side with his clients, helping them visualize and design a financial and investment plan for their family. A background in Entrepreneurship has enabled Drew to think creatively when it comes to complex challenges and problem solving. He feels much of the financial services industry is connecting with people, listening to what is important to them, and establishing a plan to help achieve their goals and objectives. Drew takes pride in helping clients walk away feeling a sense of confidence in the plan that’s put in place and the direction they are headed.
Drew and his wife, Abby, were both born and raised in Minnesota. They have three young children and currently live in Charlotte, North Carolina. Drew enjoys a good cup of coffee, a tasty bite of food and getting out on the golf course (really anything sports related). He is also very involved at his local church, mentoring men in his community, and is looking forward to coaching his kids as they get older. As a family, they love embracing new adventures, traveling to different places, cooking meals in the kitchen, trying new restaurants, but most of all just spending time together.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.
To help you start the new year with confidence, watch our US House View monthly replay where Jason Draho, Head of Asset Allocation, and Kurt Reiman, Head of Fixed Income, will outline top ideas for 2025, share key investment insights, and provide strategies for achieving long-term investment success.
05 December 2024
For more than 160 years, UBS has proven its strength and guided clients through a wide range of market opportunities and financial challenges. Time and again, we’ve been tested and proven resilient, and our clients continue to put their trust in us and our wealth management expertise to help them achieve their goals. Today, UBS is stronger than ever.
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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