2025 – Present | Albuquerque, NM
Kevin P. Miller currently serves as an Investment Adviser with Merrill Lynch,
delivering research-driven guidance in portfolio construction, risk management,
and long-term financial planning. His approach centers on personalized strategies,
transparent communication, and rigorous regulatory compliance. Kevin works closely
with clients to align investment decisions with their financial objectives while
maintaining strict adherence to FINRA standards.
2017 – 2025 | Albuquerque, NM
Over more than seven years at Charles Schwab, Kevin provided comprehensive investment
consulting and brokerage services. He managed client relationships, executed trades,
and offered market insights to support informed financial decisions. Known for his
reliability and client-centered approach, Kevin upheld all regulatory requirements and
consistently contributed to a culture of integrity and high-quality service.
2016 – 2017 | Albuquerque, NM
Kevin began his career at Fidelity, assisting clients with brokerage operations,
account management, and introductory investment planning. This role provided a
foundational understanding of market products, trade execution, and client needs,
forming the basis for his continued growth in the financial services industry.
