Jonathan Miller

Senior Vice President, Private Client Advisor

Professional Profile

Jonathan Miller
Senior Vice President
Private Client Advisor
T: 631.547.7647     
E: jonathan_miller@ustrust.com

Jonathan Miller is a Senior Vice President and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management, in Melville, New York. Jonathan provides in-depth financial strategy and tailored advice to multiple generations of client families, serving their needs with responsiveness and care. He applies the insight he has gained from first-hand experience navigating the challenges and opportunities that significant wealth can entail. Closely attuned to varied life stages, priorities, and aspirations, Jonathan helps families develop more purposeful frameworks for their financial lives and legacies. His areas of focus include investments, trust and estate planning services, business succession planning, banking, and philanthropy. 

Jonathan believes that no issue is too large or too small to merit his attention. Resolute in tracking down answers, he enjoys helping clients streamline their finances while smoothing their path toward their goals. A committed listener, he orchestrates precise execution across a team of U.S. Trust® specialists, each of whom offers extensive insight in a particular wealth discipline. Central to his values are family and health, and the role that thoughtful wealth management can play in supporting both.

Prior to joining U.S. Trust, Jonathan spent more than nine years with Bernstein Private Wealth in New York. During this tenure, he took on increasing responsibilities, ultimately leading a wealth management team that catered to the needs of individuals, families, institutions, and businesses. He has worked in financial services since 2007.
 
Jonathan earned his B.B.A. from Hofstra University. He remains very active with his alma mater, serving as a board member for its Gala and GOLD initiatives. In addition, Jonathan volunteers on the fundraising committee for Kids Creative Collective, a nonprofit organization dedicated to enhancing the lives of New York City youth.

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

Steven M Sanders

Private Client Manager

631.547.7648

Key Contacts

Victoria Padala

631.547.7464

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.