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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.

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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, 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
      • 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

                          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.

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                          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.

                          A leader in wealth management

                          Backed by the strength of our parent company, UBS AG

                          $6.9 trn

                          UBS Group invested assets
                          As of 10/29/2025

                          51 countries

                          Our global footprint

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                          UBS is a leading and truly global wealth manager

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