Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Jeffrey Adam Miller

First Vice President–Wealth Management

Jeffrey Miller has been working in the Financial Services industry as a Financial Advisor for 17 years.  He is a Senior Portfolio Manager and First Vice President at UBS, Greenwich, CT.  Prior to joining the UBS Greenwich Team, he was a Financial Advisor , Portfolio Management Director, Global Currency Specialist, and First Vice President at Morgan Stanley in their International Headquarters , Purchase , NY.  He was named one of the Top Financial Advisors and Wealth Managers in Westchester , NY by Westchester Magazine, and was also chosen by Morgan Stanley as a featured Portfolio Manager on their internal Intellectual Capital site offering his market views to the global employee base.     

Jeffrey began his career at Smith Barney in mid-town Manhattan and received Smith Barney's Financial Planning Specialist designation and was the College Planning specialist for the complex.  It was at Smith Barney where Jeffrey was trained in technical research and analytics under the highly respected and  award winning Louise Yamada CMT.   Jeffrey and his team of Financial Advisors have been advising high net worth clients and managing assets and balance sheets through several of the most historic, geopolitical, economic and market events on record.  He is proud to lead a Wealth Management Team at UBS with the expertise and resources to help clients develop and implement creative and effective plans to achieve their varied and often complex goals in a continuously evolving global landscape.

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • IN
  • KS
  • MA
  • MD
  • ME
  • MT
  • NC
  • NJ
  • NM
  • NY
  • PA
  • PR
  • RI
  • SC
  • TX
  • VA
  • VT
  • WA


  • BA in Psychology, French, Drew University
  • Francophone Literature & Translation, University of Grenoble, France


  • Senior Portfolio Manager

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Lending services
Retirement planning
Estate planning strategies
Legacy planning
Business succession
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830
  • (203) 862-2118

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Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

Download the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager