Miles works directly with clients to assist with securing their financial futures. He is responsible for portfolio management and efficient trade execution.
Miles has nearly two decades of experience in investment management and is a Certified Financial Planner (CFP) practitioner. He previously served more than a dozen years as an investment officer and portfolio manager with Jefferson Bank’s Trust Department.
Miles joined 1900 Wealth in January 2020 as an Investment Officer. He is a 2002 graduate of Texas Tech University with a Bachelor of Arts in English and a Master of Arts in Family Financial Planning.
Experience & History
Investment Officer, 1900 Wealth/Monticello Wealth
Trust Investment Officer, Jefferson Bank
Office Administrator, American State Bank
Bachelor of English, Master in family financial planning — Texas Tech University
Certified Financial Planner practitioner
