Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Women’s superpower: Investing
Watch our experts share ways to tap into your ability to build a more secure financial future.
Women’s superpower: Investing
Watch our experts share ways to tap into your ability to build a more secure financial future.
Mitchell Miller Group
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Merrill Lynch
Wealth Management
Located in the heartland of the country, our team’s sole mandate is the care and protection of our families. Wealth requires discipline and process, and as a wealth management team, our relationships are built upon a complete understanding of your goals and dreams. The Mitchell Miller Group works to quiet the noise, and provide personalized strategies to help you attain the greatest probability of achieving your own version of living a rich and abundant life.
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 financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Kimberly S Mitchell
Forbes "Best-in-State Wealth Advisors" 2018 - 2023
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
Forbes "America's Top Women Wealth Advisors" 2018 - 2023
Published annually Feb- April. Rankings based on data as of June 30 - September 30 of prior year.
Elizabeth K Miller
Forbes "America's Top Women Wealth Advisors" 2019 - 2023
Published annually Feb- April. Rankings based on data as of June 30 - September 30 of prior year.
Forbes "Best-in-State Wealth Advisors" 2019 - 2023
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
Meet Our Team
Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
Create a plan that is all about you.
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.
Staying on Track
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.
Reviews to help you
stay on track
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.
Changes in your life
and to your goals
Your life and goals change. As these changes occur, we can update your approach to reflect them.
#DigitalMerrill
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
Let’s Have a Conversation
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we 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.
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Why Merrill?
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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right Advisor®
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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