Kelly Miller

Executive Assistant to David L. Berman, CFP®, CLU

Phone: (410) 560-9960
Fax: (410) 560-7992
E-mail: kmiller@bmcplanning.com

Kelly is Berman McAleer's newest employee, having joined us in July 2011. Her primary focus is to provide client services to ensure timely and accurate management of investment accounts. This includes establishing new accounts, processing transfers, contributions, redemptions, address changes and beneficiary changes.  She provides full administrative support to David Berman. Kelly has been in the investment industry for more than 20 years and has worked for various firms such as Alex. Brown & Sons, Morgan Stanley, Brown Advisory, and Merrill Lynch. 

Kelly earned a Bachelor of Arts degree in Business Administration from Towson University. She is a Registered Representative and Investment Advisor Representative with NFP Securities, Inc. but does not currently offer Securities or Advisory Services.

Kelly enjoys scuba diving, watching her children’s sporting events and spending time with her husband and three daughters.