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.
Our 4 Business Checking Accounts give you the option to find the account that best matches your business needs. Learn more.
Make payments, check balances and more from your smartphone. Download our free Mobile Banking App here. ($3 monthly fee applies to Free Checking for Life account holders.)
We earn the trust of our clients by combining our unique investment approach with true Vermont values of listening, learning and taking action. Find out more.