Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Kelvin “Kel” Miller started his career in the financial services industry in 1999. Since the beginning Kel has been dedicated to helping families, individuals, corporate executives, and small business owners throughout the country meet their financial needs by developing custom investment plans tailored to their long term goals and risk tolerance. His extensive experience throughout major shifts in the markets enables him to help his clients structure balanced portfolios; aimed to mitigate over-exposure in any particular area and to be well diversified.
Helping to make sure his clients' wealth continues to work in support of the goals they have established takes careful planning, and such planning is not a single event, it is a process. As the clients’ life circumstances change, Kel and The Miller Group (his Financial Advisory team) help to make sure the investment strategies change as needed. Kel works with his clients, one on one, putting together integrated wealth management plans that cover both sides of the balance sheet. Kel’s extensive knowledge and experience makes him a valuable resource for clients with regards to investment, retirement, estate, insurance, tax and education planning issues as well as for clients looking to preserve their wealth - now and for generations to come.
Kel earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. Kel has a Bachelor’s degree in Liberal Arts from Thomas Edison State University. He joined Merrill Lynch Wealth Management in February of 2016 and enjoys being an active member of the community. He has served with Autism Speaks as Co-Chair of their Walk in 2010. He enjoys writing and recording his own original music. Kel resides in St. Johns, Florida with his wonderful wife and 3 fantastic sons.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
English & Spanish
Thomas Edison State College
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.