Kelly Mills, CPA
Login to view DISC.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.
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