James D. Miller, CFP®

James Miller

Senior Trust Officer
275 Kennedy Drive
So. Burlington, VT 05403

  • Undergrad:
    Lawrence University
  • Grad/additional:
    College for Financial Planning
  • Affiliations:
    Certified Financial PlannerTM
  • Started at MB:
  • Years in VT:
    Since 1980
  • Years in Banking/Finance:
    Since 1983
  • Years in Investment Management:
    Since 1985
  • Native of:
    North Dakota

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.