UBS Hires Financial Advisor Jeff Miller in Bellevue, WA

“Jeff’s track record of building deep client relationships and delivering disciplined, goal-based advice makes him an excellent fit for UBS,” said Cy Aleman, Market Director in the Pacific Northwest Region. “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.”

Jeff joins UBS from Morgan Stanley in Kirkland, WA. He brings over 18 years of wealth management experience and a strong focus on personalized, goal-oriented planning and portfolio management. Jeff and his team, The Miller Group, take pride in providing investment advice to clients by combining friendliness and efficiency with world-class investments.

The Miller Group also includes Registered Client Associate Diana Mendoza, who has 15 years of industry experience, and Client Relationship Manager Kelley Miller. Additionally, Laura Besaw will join the team as a Wealth Strategy Associate. Laura joined UBS in 2022 and has 10 years of financial services experience.

Notes to Editors

About UBS

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. UBS manages 6.9 trillion dollars of invested assets as per the third quarter 2025. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

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