Miles works directly with clients of 1900 Wealth Management and Jefferson Bank Trust Department, focusing on portfolio management and financial planning strategies that help secure their long-term goals. With nearly two decades of experience, he brings deep expertise in trust management and investment oversight.
Prior to joining the firm, Miles served as an Investment Officer and Portfolio Manager with Jefferson Bank’s Trust Department for more than 12-years. He is a Certified Financial Planner (CFP®) professional and holds both a Bachelor of Arts in English and a Master of Arts in Family Financial Planning from Texas Tech University.
Experience & History
- Senior Vice President, Senior Trust Investment Officer – 1900 Wealth Management
- Trust Investment Officer – Jefferson Bank
- Office Administrator – American State Bank
- Bachelor of Arts in English and Master of Arts in Family Financial Planning – Texas Tech University
- Certified Financial Planner (CFP®) Professional