Kelly Mills, CPA

Inquirer
DISC Type : cd

Director at MarshBerry

Dallas-Fort Worth Metroplex, United States

Overview

Kelly Mills is a Director at MarshBerry, where he specializes in M&A advisory for the wealth management industry. His career is marked by extensive experience in due diligence, strategic consulting, and financial management, including prior roles as CFO for both CAPTRUST and Fiduciary Network, LLC.

He is a Certified Public Accountant (CPA) and holds Series 7 and Series 63 certifications, underscoring his deep expertise in finance and securities. Kelly earned both his MSA and BBA from Texas Tech Universitys Rawls College of Business.

He uniquely combines a background as a multi-time CFO with his current focus on M&A advisory, giving him a distinct perspective on transactions.

Personality Overview

Hard To Convince

Judgemental

Demanding

They don’t always try to control the conversation but neither do they like yielding it fully.  They can be nudged to make faster decisions by offering what they value. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Topics They Care About

Wealth Advisory M&A
His current role and public commentary focus on M&A activity, deal flow, and market outlook specifically within the wealth and investment advisory sector.
Financial Due Diligence
A core component of his professional experience, stemming from his background in consulting, M&A advisory, and as a Chief Financial Officer.
Strategic Financial Management
His career as a CFO and consultant highlights a focus on high-level financial strategy, operational excellence, and capital management for growth.

Media Appearances

Kelly has no verified media appearances

Work History

9-2022 - 8-2025
Director at MarshBerry
12-2019 - 9-2022
Financial Consultant at Confidential
7-2019 - 11-2019
Chief Financial Officer at CAPTRUST
7-2016 - 11-2018
Chief Financial Officer & Principal at Fiduciary Network, LLC
1-2012 - 6-2016
Chief Financial Officer at Fiduciary Network, LLC

Education

1999 - 2000
MSA from Texas Tech University - Rawls College of Business
1995 - 1998
BBA from Texas Tech University - Rawls College of Business

More Information

Social Presence :

Prographics :

Exp : 16 Location : Dallas-Fort Worth Metroplex, United States Job Level : N/A Designation : Director at MarshBerry
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Insights For Selling To Kelly

During A Call Or A Meeting

DO's

  • Refer to testimonials from others in similar positions
  • Highlight the competitive differentiation of your product
  • Make sure that you you respond to any queries from them quickly

DONT's

  • Avoid repeating yourself or making generalizations
  • Do not give up if they are not convinced, try again with a different approach
  • Don't try too hard to get friendly, let it happen with time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kelly is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Kelly

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Kelly move?

  • Their decision making speed is somewhere in the middle.
  • Can Kelly take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And Kelly

Personality Compatibility


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