Kelly Mills brings strategic insights and knowledge from her almost 20 years of Merger & Acquisition and Financial Due Diligence experience with nearly a decade of focus on transactions in the Wealth Advisory and Registered Investment Advisors sectors to her role at MarshBerry.
As a Director in the Financial Advisory division, Kelly guides clients through the complexities of capital markets, mergers and acquisitions and perpetuation planning. Her goal is to maximize impact and client value with distinctive insights and strategic recommendations.
Kelly’s analytical mind and proactive problem-solving abilities help clients find the best path to balancing long-term ambitions with immediate goals. A high-energy, natural leader, she empowers her team with a culture of collaboration and continuous development.
Kelly currently maintains the FINRA Securities Industry Essentials (SIE®) Exam, in addition to the Series 7, 79 and 63 FINRA Registrations through MarshBerry Capital, LLC, the affiliated FINRA-registered Broker/Dealer of Marsh, Berry & Co., LLC.
Kelly is a Certified Public Accountant with the Texas State Board of Public Accountancy since 2001 and has a Master of Science in Accounting from Texas Tech University.
She is a member of the American Institute of Certified Public Accountants (AICPA) and Financial Executives International (FEI).