Let's move forward. Together.

UBS reflection

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.

Adult couple on cell phone

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

  • Jeffrey Miller

    Jeffrey Miller

    Managing Director

    Senior Portfolio Manager

    • image
    • image

      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, 2025, and 2026. 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 March 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, 2025, 2026 Forbes Best-In- State Wealth Management Teams. Source: Forbes.com (2026). 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

        • Southern Methodist University – Cox School of Business
        • 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
      • Diana Mendoza

        Diana Mendoza

        Senior Registered Client Associate

        • image
        • image

          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

                • image
                • image

                  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

                      A focus on personalized access and service

                      Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                      Three generations in apple orchard

                      Turn possibilities into a plan

                      House View Monthly

                      Mountain climbers on peak at sunrise

                      A leading global wealth manager

                      A new era of wealth is underway

                      And this is your time to define success on your terms.

                      Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.

                      When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.

                      A leader in wealth management

                      Backed by the strength of our parent company, UBS AG

                      $7 trn

                      UBS Group invested assets
                      As of 12/31/2025

                      51 countries

                      Our global footprint

                      Global leader

                      UBS is a leading and truly global wealth manager

                      Insights

                      This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

                      Go to privacy settings