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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.

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You built your wealth. We are here to help you manage it.

  • Jeffrey Miller

    Jeffrey Miller

    Managing Director

    Senior Portfolio Manager

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      My Story and Services

      The story of The Miller Group, which started in 1981, is one of continual innovation and a single-minded dedication to the highest of standards. Our team has, for over 40 years, provided investment advice to clients by combining friendliness and efficiency with world-class investments.

      Since taking over the practice as the lead Financial Advisor, Jeff Miller has been honored by Forbes Magazine as one of "America's Top Next Generation Wealth Advisors" in 2018, 2019, and 2021; Forbes "Best-in-State Wealth Advisors" in 2022, 2023, 2024, and 2025; and Forbes "Best-in-State Wealth Management Teams" in 2024 and 2025. Jeff was promoted to Managing Director of Wealth Management in 2026 at UBS Financial Services.

      2018, 2019, 2021 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
      Source: Forbes.com (Awarded 2018, 2019, 2021). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.

      2022, 2023, 2024, 2025 Forbes Best-In- State Wealth Advisors. Source: Forbes.com (Awarded 2022, 2023, 2024, 2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

      2024 and 2025 Forbes Best-In- State Wealth Management Teams. Source: Forbes.com (2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

      NMLS: #1261771

          • Senior Portfolio Manager
          Financial planning
          Education planning
          Philanthropy
          Retirement planning
          Estate planning strategies
          Sustainable investing
          Professionals
          225 108th Avenue NE
          Suite 800
          Bellevue, WA 98004
          jeffrey.j.miller@ubs.com
          Jeffrey Miller
          225 108th Avenue NE ,Bellevue,WA,98004
        • Laura Besaw

          Laura Besaw

          Senior Wealth Strategy Associate

          CERTIFIED FINANCIAL PLANNER

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          • AK
          • AL
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • HI
          • IA
          • ID
          • IL
          • IN
          • LA
          • MA
          • MD
          • MI
          • MN
          • MO
          • MT
          • NC
          • NJ
          • NV
          • NY
          • OH
          • OR
          • SC
          • TN
          • TX
          • UT
          • VA
          • VT
          • WA
          • WI
          • WY

          A global view

          Laura was born and raised in Cologne, Germany. In 2015, she moved to the United States and began her career in the financial services industry.

          With a deep understanding of wealth management, Laura supports her colleagues at The Miller Group at UBS in helping the team’s clients reach their financial goals.

          Being bilingual in German and English, Laura is a true aid in international client work. She brings a passion for service to all that she does, having held a number of previous positions in which customer service and relationships are paramount.

          EXPERIENCE

          – Registered Client Associate, UBS Private Wealth Management, 2022 – present

          – Financial Solutions Advisor II, Merrill Edge, 2020 – 2022

          – Financial Advisor Development Program Relationship Manager, Merrill Edge, 2019, 2020

          – Service Manager, Wells Fargo, 2016 – 2019

          – Sales Representative, Germany, Modeservice West GmbH, 2013, 2014

          EDUCATION & CREDENTIALS

          – B.S., Finance, Penn State University, 2020

          – Series 7 and 66 securities licenses

          - CERTIFIED FINANCIAL PLANNER®

          Laura enjoys spending time with her husband and daughter. Together, they can be found playing tennis, going on hikes and traveling the world.

              • CERTIFIED FINANCIAL PLANNER
              225 108th Avenue NE
              Suite 800
              Bellevue, WA 98004
              laura.besaw@ubs.com
              Laura Besaw
              225 108th Avenue NE,Bellevue,WA,98004
            • Diana Mendoza

              Diana Mendoza

              Senior Registered Client Associate

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                Diana began her career in the financial services industry in 2011. She earned her bachelor’s degree in Marketing Management from WGU in 2022. Prior to working with The Miller Group at UBS, Diana was a Financial Center Assistant Manager at Bank of America. In her free time, she enjoys baking, watching movies, going on walks, and spending time with her daughter Isabella and their dog Russel. Fun fact, Diana grew up in Lima, Peru, and she is fluent in Spanish.

                EDUCATION & CREDENTIALS
                – B.S., Marketing Management, WGU 2022
                – Series 7 and 66 securities licenses

                      225 108th Avenue NE
                      Suite 800
                      Bellevue, WA 98004
                      diana.mendoza@ubs.com
                      Diana Mendoza
                      225 108th Avenue NE,Bellevue,WA,98004
                    • Kelley Miller

                      Kelley Miller

                      Client Associate

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                        Kelley has lived in the Seattle area since 1984. She grew up in Bellevue, and attended Forest Ridge School of the Sacred Heart. She spent many years as an elite rower for Portage Bay Rowing.
                        She earned her Bachelor’s degree from St. Mary’s College of California.

                        Prior to working with The Miller Group at UBS, she planned corporate events. She worked as an Event Manager at CRG Events and as a Public Relations Manager at Neiman Marcus Group. Kelley planned and managed large-scale events for companies such as Microsoft and The Bill and Melinda Gates Foundation. Kelley now uses these skills to make sure that The Miller Group’s clients have a phenomenal client experience.

                        Kelley is married to Jeff Miller. They live in Mercer Island and have 2 children. In her free time, Kelley enjoys tennis, cooking, traveling, and spending time with her family.

                              225 108th Avenue NE
                              Suite 800
                              Bellevue, WA 98004
                              kelley.miller@ubs.com
                              Kelley Miller
                              225 108th Avenue NE,Bellevue,WA,98004
                            Three generations in apple orchard

                            Turn possibilities into a plan

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                            A leading global wealth manager

                            Texas

                            Donor-advised funds

                            Year-end charitable giving

                            As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

                            For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

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