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
  • DC
  • FL
  • GA
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • ME
  • MT
  • NC
  • NJ
  • NM
  • NY
  • PA
  • PR
  • RI
  • SC
  • TX
  • VA
  • VT
  • WA

Education

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

Credentials

  • 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
Investing
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830
  • (203) 862-2118

Email Me

The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational wealth planning

Multigenerational wealth planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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