Jonathan Miller

Jonathan came to Wealth Enhancement with a broad background in wealth management. He launched his career with Merrill Lynch in 2007, subsequently joined AllianceBernstein as an advisor, and later served as a senior vice president at US Trust. Most recently, he worked with Clarendon Private Bank consulting with their registered investment advisors. In his current position with Wealth Enhancement, Jonathan works with his clients to provide sound, non-biased financial and investment advice, according to strict fiduciary standards that require advisors to act in the best interests of their clients, prioritizing the client’s needs above their own, while helping them to achieve their long-term goals of a financially secure retirement.

Jonathan and his wife, Rina, have two children, Aiden and Hailey, and live in Stamford, Connecticut. In his spare time, Jonathan holds a position on the Frank Zarb School Advisory Board for Hofstra University, where he helps shape the curriculum for the entire business school. He also runs the Stamford chapter of the global whiskey club called Drammers and has his own cigar line with Aganorsa and Single Cask Nation. He is president of the board for the CT Valley Tobacco Museum.