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

      Jeff Miller is a Managing Director and the lead Financial Advisor of The Miller Group at UBS. Having grown up in the wealth management business alongside his father, Jeff developed an early appreciation for the value of trusted advice, disciplined planning, and relationships built across generations.

      Before joining UBS, Jeff spent many years working in partnership with his father at Morgan Stanley. Today, he carries that multigenerational perspective forward, helping individuals and families bring clarity and purpose to their wealth. His approach integrates investment management, retirement and estate planning, tax-aware strategies, and family legacy considerations into a coordinated plan tailored to each client’s goals.

      Jeff’s commitment to his clients has earned consistent national recognition from Forbes. He was named one of America’s Top Next-Generation Wealth Advisors in 2018, 2019, and 2021, and a Forbes Best-in-State Wealth Advisor in 2022, 2023, 2024, and 2025. The Miller Group was also recognized by Forbes as a Best-in-State Wealth Management Team in 2024, 2025, and 2026. In 2026, Jeff was promoted to Managing Director–Wealth Management at UBS Financial Services Inc.

      Jeff earned a Bachelor of Business Administration in Finance from Southern Methodist University’s Cox School of Business, where he was also a member of the Mustangs’ Division I men’s soccer team.

      Jeff and his wife, Kelley, live on Mercer Island with their two children and their golden retriever, Flash. Outside the office, he enjoys spending time with his family and supporting his children’s activities. A lifelong athlete, Jeff takes pride in exercising daily, with a routine that includes CrossFit, cycling, and running. He also enjoys contributing to the local community.

       

      EDUCATION & CREDENTIALS

      — B.B.A. in Finance, Southern Methodist University, Cox School of Business
      — Series 7, 31, and 66 securities licenses


      NMLS: #1261771

        • Southern Methodist University – Cox School of Business, Finance
        • 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 and has been working with The Miller Group since 2021. 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 and they live on Mercer Island with their two children and golden retriever, Flash. 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
                      • Nicole Russell

                        Nicole Russell

                        Client Associate

                        • image
                        • image

                          Nicole Russell joined UBS in September 2024 and serves as a Client Associate with The Miller Group. Nicole brings a strong analytical background and a passion for helping clients navigate important financial decisions.

                          Nicole earned two bachelor's degrees in Economics and Spanish from Wheaton College, along with a minor in Mathematics. While at Wheaton, she served as captain of the varsity women's soccer team. She later earned a Master of Science in Applied Quantitative Finance from the University of Denver, with concentrations in investments and wealth management.

                          Originally from Denver, Colorado, Nicole loves living in the Seattle area with her husband, Logan, and their doberman pinscher, Nala. In her free time, she enjoys hiking, skiing, biking, and exploring the Pacific Northwest.

                           

                          EDUCATION & CREDENTIALS


                          – M.Sc., Applied Quantitative Finance, University of Denver
                          – B.A., Economics, Wheaton College, magna cum laude
                          – B.A., Spanish, Wheaton College, magna cum laude
                          – Minor in Mathematics, Wheaton College
                          – SIE and Series 7 licenses

                                225 108th Avenue NE
                                Suite 800
                                Bellevue, WA 98004
                                nicole.russell@ubs.com
                                Nicole Russell
                                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