John E Miller

Senior Vice President, Private Client Advisor

Professional Profile

John Miller is a Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management.  He advises high net worth and ultra-high net worth clients throughout Southern California.  John began his career with Bank of America over 30 years ago and draws from extensive experience in the private wealth management and commercial banking arenas. 

John works with clients and their families to design and implement personalized plans aimed at preserving net worth, enhancing income and setting long-term investment strategies.  John proactively listens to clients and seeks to understand and appreciate the uniqueness in order to help them meet their specific goals and to help ease their concerns around wealth.  He then works to connect the people, processes, and services that clients need, harnessing the extensive capabilities of the broader firm.  John and his team of seasoned specialists provide clients with access to the broad array of capabilities of U.S. Trust in support of an integrated wealth management plan, tailored to meet the needs of the client.  John draws on the experience of his team to serve clients with investment advice, asset allocation and preservation, trust and estate planning, philanthropy, liability management, and comprehensive cash flow management.  John’s team also specializes in assisting business owners with business succession planning, pre-sale and post-sale tax planning associated with the sale of the business, and organizing outside resources to protect and serve the broader needs of their privately held business.

John is a native of Southern California and lives in Alamitos Heights (Long Beach) with his wife and two kids.

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.