John Miller, CEPA

John Miller is a Private Advisor and Managing Director with PMBD Wealth Partners within the Rockefeller Global Family Office.  We advise founders, entrepreneurs, corporate executives, high net worth individuals and multi-generational families.  Prior to joining Rockefeller in 2023, John worked for Bank of America for 35 years and he draws from extensive experience in the private wealth management and commercial banking arenas.

John and his Rockefeller team work with families to design and implement personalized strategies aimed at preserving net worth, risk mitigation, enhancing income and setting long-term investment strategies. John proactively listens to clients and seeks to understand and appreciate their unique dynamics to help them pursue their goals and ease their concerns around wealth. He then works to connect the people, processes, and services that clients need, harnessing the extensive capabilities of the firm, and his stable of trusted advisors outside of the Rockefeller platform.

John and the team provide clients with access to a broad array of capabilities including investment advice and portfolio management, trust and estate planning services, philanthropic strategies, liability management, and cash-flow management. John and his Rockefeller team have significant expertise with assisting business owners as they build their enterprise value and prepare for the next chapter of their lives.  Our team assists with business succession planning, pre-sale or post-sale tax and estate planning, and we serve as a concierge to Privately held businesses across the region.

A native of Southern California, John lives in Alamitos Heights (Long Beach) with his wife and their two children.