Kelli Miller has spent the last 25 years growing and forwarding her professional career in and around financial services. As she holds a FINRA series 7 and 66 license along with her life, health and annuity licenses she has been on both the advisor/agent side of the business yet has spent most of her career working hands-on in the client services side of the industry.
She has spent much of her career with Chase, where she started in 2001 as a personal banker and during the 22 years with the organization moved from Banker, Loan Officer, Manager, and Financial Advisor. For the last 15 years, she has worked as an associate assisting Certified Financial Planners and clients with their accounts and service.
Kelli did a short stint with the Royal Bank of Canada in their capital markets area providing front-line technical and client services. Kelli is super excited to be part of the IPFS team as her position as Director of Operations is giving her the ability to customize and focus her career and growth in the directions that she is most uniquely qualified as well as she most desires.
Kelli lives with her fur-babies in Kingwood, Texas as she proudly follows her daughter’s modeling career in Bali, and her two sons, one is stationed in Lorado, TX and the other following in his mother’s footsteps currently pursuing his career at Chase.