John E Miller

Senior Vice President, Private Client Advisor

Professional Profile

John E. Miller is a Senior Vice President and Private Client Advisor in the Newport Beach office of U.S. Trust, Bank of America Private Wealth Management.  John serves a select group of high net worth clients who require sophisticated analysis, tailored strategy, and a high quality of care. Working in concert with a team of U.S. Trust® specialists, John provides clients with the structure and rigor to pursue multi-faceted goals within a unified framework. John's client relationships with his U.S. Trust team continue to evolve over time as the family's needs and priorities change. Which responsibilities the families delegate to U.S. Trust - when and how - is determined by their family circumstances.

John begins his engagements by gaining a thorough understanding of a client’s concerns, objectives, and family priorities. He then works to connect the people, processes, services, and opportunities that clients need, harnessing the extensive capabilities of U.S. Trust. As the leader of a client’s U.S. Trust® team, he facilitates sound decision making in multiple areas, including wealth structuring, trust and estate planning services, investment management, philanthropy, and credit and lending through Bank of America, N.A.

John draws on more than 29 years of experience with Bank of America and associated firms. Prior to joining U.S. Trust in 2014, John was an Associate Director with Merrill Lynch, overseeing the West Los Angeles Market. In this role, he helped lead the Wealth Investment Management business and operations across seven offices and 182 Financial Advisors. Previously, John was the Business Banking Market Executive at Bank of America, managing operations in the Orange County/Long Beach Market.  In that capacity, John's team work with businesses that generated revenues between $5MM - $100MM.

A native of Southern California, John is active in a number of philanthropic organizations in the region. He is a former member of the California State University, Fullerton, Board of Governors.

Our Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.

Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change

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John E Warme

Portfolio Manager

949.760.4642
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Alison M Timboe

Senior Trust Officer

949.760.2968

Key Contacts

Jasmine K Sandhu

949.760.4549

Let's Have A Conversation

We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

You don’t define your wealth by numbers alone, but also by the opportunities it provides. For more than 200 years, U.S. Trust has helped clients navigate the complex challenges of managing significant wealth. We draw on U.S. Trust’s personalized approach and private banking services, as well as the resources of Bank of America Corporation, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.

At U.S. Trust, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.