Experience

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

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

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.

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