Mitchell Miller Group

Merrill Lynch Wealth Management

230 S.W. Adams Street
Peoria, IL 61602
(309) 671-0822
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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
Merrill Lynch Wealth Management
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.

Recognition
Kimberly Mitchell
Managing Director, Wealth Management Advisor
Forbes "America"s Top Women Wealth Advisors", 2018-2022
(Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2018-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
About Us
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.

Meet Our Team
Kimberly Mitchell,

CFP®, CRPC™

Managing Director, Wealth Management Advisor
309.671.0822
Elizabeth Miller,

CIMA®, CPFA™

Managing Director, Wealth Management Advisor
309.671.0844
Gavin Mitchell
Financial Advisor
309.671.0793
Alexander Friedrich
Financial Advisor
309.671.0786
Carolyn Davis
Assistant Vice President, Wealth Management Associate
309.671.0493
Liz Smith
Officer, Wealth Management Client Associate
309.671.0459
Kylee Link
Officer, Registered Wealth Management Client Associate
309.671.0475
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Merrill Lynch Logo
Morgan Ferrenburg
Wealth Management Banking Specialist
Bank of America, N.A.
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.