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$5+ trillion
In invested assets globally
As of 11/07/2023
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.
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.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
