Mitchell Miller Group

push-top
Merrill Lynch

Mitchell Miller Group

Introduce us to a friend

Learn more about an advisor's background on
FINRA's BrokerCheck

Merrill Lynch
Wealth Management
Whatever your personal goals may be, we will work with you to develop a customized financial strategy designed to help you pursue what’s most important to you.

Mitchell Miller Group

Welcome

Among the reasons our team chose to be part of the financial services industry, is our desire to help and educate others.  This passion stems from our collective experience and the financial challenges that we, our friends, and families have experienced in the past.  The Mitchell Miller Group brings shared ideas and resources to clients, offering a goals-based wealth management approach that puts you, not the market, at the center of the wealth management process: offering access to the global investment resources of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America, N.A.

Philosophy

Life is changing and growing more complex.  Your needs and priorities specific to your family, work, health and home are continuously evolving.  That’s why, from the very beginning, we want to talk about your aspirations, what matters to you most, and what keeps you up at night.  Are you concerned about future health care expenses for yourself or a loved one?  Is college on the horizon? Are you considering the sale of a business?  What do you want your legacy to be?  Our advice and strategies are guided by what is most important to you, and our success is defined by your success in reaching your unique goals.

How We Help Our Families

Clients at various life stages count on us to help them identify strategies to pursue their personal financial and life goals, which may include:

  • Retiring with the lifestyle you envisioned
  • Taking charge of your financial world after a significant life event
  • Strategies for managing concentrated equity holdings; stock options; and the unique complexities of a corporate executive
  • Diversifying your business interests
  • Preparing for the cost of the best education possible for your children or grandchildren
  • Wealth transfer to the next generation
  • Establishment of your legacy through a family foundation and/or philanthropy
  • Ensuring your children and grandchildren are financially well-served

Focus On Corporate Executives

The Mitchell Miller Group understands the important role that equity compensation serves in building executive wealth.  We also understand the unique needs and challenges corporate officers, directors and insiders face in managing their equity awards and transacting in company stock.  Our team is experienced in navigating company and regulatory restrictions, managing concentrated stock positions, designing a Rule 10b5-1 trading plan, monitoring and managing awards, and ultimately developing a strategy to help insiders pursue their financial goals and priorities.

Recognition

Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.

Kimberly S Mitchell

Forbes’ “America’s Top Women Wealth Advisors” 2018 and 2019

Forbes “Best-in-State Wealth Advisors”  2018 and 2019

Elizabeth K Miller

Forbes’ “America’s Top Women Wealth Advisors” 2019

Forbes “Best-in-State Wealth Advisors”  2019

Meet Our Group

Supported by the global resources of Merrill, our group is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Your Financial Strategy

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.

FAMILY
FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
HEALTH
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
FINANCE
FINANCE
Using your finances to bring it all together
  • Merrill Lynch Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

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.

Staying on Track

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.

Regular reviews to help you stay on track
Regular reviews to help you stay on track

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.

    Monitoring changes in your life and to your goals
    Monitoring changes in your life and to your goals

    Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.

    ML_Video_v2.jpg
    Access to what you need, when you need it

    MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities

    Your advisor is a click away within our site or mobile apps

    You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

    Access to your complete financial life is available with My Financial Picture, Merrill's asset aggregation tool

    • Your advisor is never more than a click away within our site or mobile apps
    • Manage account security with our customizable security capabilities such as touch id, one time passcode, and other security features
    • Access to your complete financial life is available with My Financial Picture, Merrill's asset aggregation tool

    *Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.

    Let’s Have a Conversation

    Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we 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.

    Why Merrill Lynch?

    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.


    Merrill_Capabilities_Brochure.png  

    We put you first, every day.
    Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

    Personalized advice from a dedicated financial advisor.

    Getting to know you is our primary goal.

    A comprehensive approach, built around your life’s priorities.

    Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.

    Adjusting your plan as your life and the markets change.

    We will work to help you stay on track, regardless of what the markets are doing.