Jamison D. Miller, CFA®

Vice President and Senior Wealth Advisor

ROLE

Jamison manages the portfolios of institutional clients and high net worth individuals and families. He helps clients create statistically efficient portfolios aligned with specific life and investment goals. Additionally, Jamison folds behavioral finance into his financial planning conversations. This practice serves to protect clients from the many psychological pitfalls that can wreak havoc on a well-designed investment strategy.

EXPERIENCE

Jamison joined Washington Trust in 2018. He has over ten years of experience working with investments and financial plans. His professional experience includes financial advisory positions at Merrill Lynch and Morgan Stanley.

EDUCATION

A graduate of the University of Rhode Island, Jamison holds the Chartered Financial Analyst designation.

COMMUNITY INVOLVEMENT

Jamison is a board member of Junior Achievement of Rhode Island, a non-profit focusing on financial literacy for inner-city youth. He is a member of their investment committee. Jamison is a board officer for the Chartered Financial Analyst Society of Providence.