John E Miller

Senior Vice President, Private Client Advisor

Professional Profile

John Miller is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Newport Beach, California. John advises high-net-worth and ultra-high-net-worth families throughout Southern California. He 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 strategies aimed at preserving net worth, risk mitigation, enhancing income and setting long-term investment strategies. He proactively listens to clients and seeks to understand and appreciate their unique dynamics to help them pursue their goals and ease their concerns around wealth. He then works to connect the people, processes, and services that clients need, harnessing the extensive capabilities of the firm.

John and his team of seasoned specialists provide clients with access to a broad array of capabilities within the Private Bank (formerly U.S. Trust). Their areas of focus include investment advice, trust and estate planning services, philanthropic strategies, liability management, and cash-flow management. John’s team also focuses on assisting business owners with succession or exit planning, tax-sensitive strategies for the eventual sale of a business, and ongoing business management. John earned the Certified Exit Planning Advisor (CEPA®) certification in January 2020. He and his broader team have significant experience in and around the exit planning and business succession arena.

A native of Southern California, John lives in Alamitos Heights (Long Beach) with his wife and their two children.

In his role at the Private Bank, John does not provide tax advice.

EDUCATION

  • Pacific Coast Banking School (University of Washington)

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

Claudia M Jenkins

Private Client Manager

949.760.4563

John E Warme

Portfolio Manager

949.760.4642

Key Contacts

Brenda L Field

Private Banking Associate I

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

For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank’s personalized approach, as well as the resources of Bank of America, 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 Bank of America Private Bank, 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.