Jeffrey Adam Miller - UBS Financial Services Inc.
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Jeffrey Adam Miller is a First Vice President and Senior Portfolio Manager at UBS in Greenwich, CT, with 17 years of experience in the financial services industry. His expertise centers on advising high-net-worth clients throughout various economic landscapes, utilizing comprehensive strategies covering investments, legacy planning, and estate strategies.
With a diverse educational background, including a BA in Psychology and training under a respected technical research analyst, Miller leads a team committed to creating personalized financial plans. The UBS Wealth Way approach he advocates emphasizes liquidity, longevity, and legacy, helping clients effectively manage their financial goals over time.
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