James D. Miller, CFP
Senior Trust Officer
275 Kennedy Drive
So. Burlington, VT 05403
College for Financial Planning
Certified Financial PlannerTM
Started at MB:
Years in VT:
Years in Banking/Finance:
Years in Investment Management:
A Little More Background
Jim’s first job at Merchants Bank was working as a part-time janitor while training for the Olympic Trials marathon. He joined Merchants Trust in 1985 as his focus shifted from running to family, beginning a long and fulfilling career. He earned the Certified Financial PlannerTM designation in 1989. Over the past three decades Jim has accumulated valuable experience and expertise assisting a wide spectrum of individuals and organizations with their most important financial matters. Outside of work he spends time with his wife and two kids, volunteers with several community organizations and runs as much as his body allows.
The bank’s routing number is: 011600020
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