Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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
Our experts examine the forces that are changing the world – and how they may impact your life
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.