Jeffrey Miller
Jeffrey A. Miller and his team of investment industry professionals bring you their financial knowledge and the global investment capabilities of Merrill. Having a Merrill advisor means you can expect one-on-one collaboration with a personalized wealth plan plus access to banking solutions from Bank of America. With 15 years in the financial services industry, Jeffrey A. Miller joined Merrill in 2011. He has experience with corporate benefit programs, including equity compensation, defined benefit, defined contribution and nonqualified deferred compensation plans. Jeffrey A. Miller can help corporate executives integrate their corporate benefits into a long-term financial approach.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
