Samuel (Sam) Miller

Vice President, Private Bank Private Client Associate

Professional Profile

Sam Miller is a Vice President and Private Client Associate with Bank of America Private Bank in Orange County, California. Sam works closely with high-net-worth individuals and families, helping them discern what they want to accomplish with their wealth and then pursuing those goals through concerted action and effective collaboration. An attentive listener and creative thinker, he helps clients broaden their perspective on their wealth, alerting them to opportunities at their disposal while also presenting them with options to consider. He believes strongly in clear communication and regular interaction, supporting clients in their efforts to preserve their wealth and clarify the direction of their financial lives.

Sam leads a team of locally based specialists who work in concert to uncover possible efficiencies in multiple areas. Their suite of capabilities includes investment management, trust and estate planning services, credit and banking, business and succession planning, and private philanthropy. Backed by the extensive resources of the Bank of America enterprise and the Private Bank’s fiduciary platform, Sam connects clients to thoughtful and data-driven options that reflect their distinctive interests, goals, and objectives. Above all, he brings a caring spirit, an optimistic energy, and a dedication to each client’s long-term well-being.

Sam joined the Private Bank (formerly U.S. Trust) in 2017. He earned his Bachelor’s degree in Spanish and his M.B.A. from California State University-Bakersfield. Fluent in Spanish, he considers himself a perpetual learner. 

Active in his community, Sam volunteers as a youth sports coach. In his free time, he loves being outdoors, either surfing, snowboarding, running, mountain biking, or spending time with his family. He is married and has four children.

LANGUAGES

  • Spanish

EDUCATION

  • California State University System

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.