UBS Global Wealth Management US has hired financial advisor Jeff Miller, bringing him and his team, The Miller Group, to the firm’s Pacific Northwest wealth management market. Miller will be based in UBS’s Bellevue, Washington office, which is led locally by Market Executive Robert Giordano.
Miller joins UBS from Morgan Stanley in nearby Kirkland and has more than 18 years of wealth management experience, advising high-net-worth families, entrepreneurs, and corporate executives. UBS said Miller was drawn to the combination of advisor autonomy and the firm’s global platform, which it believes will help him deliver more personalized, goal-based advice.
The Miller Group’s move includes Registered Client Associate Diana Mendoza, who has 15 years of industry experience, and Client Relationship Manager Kelley Miller. UBS also said Laura Besaw will join the team as a Wealth Strategy Associate; she has been with UBS since 2022 and has 10 years of financial services experience.
KEY QUOTE:
“Jeff’s track record of building deep client relationships and delivering disciplined, goal-based advice makes him an excellent fit for UBS. He’s joining us because he values the advisor autonomy and global resources UBS offers, which empower him to deliver thoughtful, personalized advice to his clients while drawing on the strength of our respected global wealth management platform.”
Cy Aleman, Market Director, Pacific Northwest Region, UBS
