Jeffrey Adam Miller is a First Vice President and Senior Portfolio Manager at UBS Financial Services Inc. in Greenwich, CT. With 17 years of experience in the financial services industry, he leads a Wealth Management Team that provides comprehensive advice and assistance to high net worth clients. Jeffrey and his team have successfully navigated through historic market events and geopolitical challenges, offering expertise and resources to help clients achieve their complex financial goals in an ever-changing global landscape.
With a background in psychology and French, Jeffrey brings a unique perspective to his role as a financial advisor. He is known for his expertise in portfolio management, retirement planning, estate planning, and business succession. Recognized as one of the top financial advisors and wealth managers in Westchester, NY, Jeffrey is committed to listening to his clients' priorities and concerns, and working together to develop creative and effective plans for their financial future.
Generated from the website