It is with great pleasure that we welcome Miles to Evergreen Financial Partners of Raymond James as a Registered Client Service Associate. As the newest member of the team, Miles will strengthen our capabilities to further support you and your financial goals. He brings dynamic experiences, shares like-minded values, and exudes the same passion for the highest level of client service.
Miles joins Raymond James from Fidelity where he was a High-Net-Worth Client Service Associate. Prior to that he was with Merrill Edge as a consultant assisting families and their loved ones during wealth transition. Miles attended Keene State College in New Hampshire where he earned a BA in Economics.
Outside of work, Miles is a passionate basketball fan of both college and the NBA, especially the UConn Huskies. Miles also enjoys traveling, learning the game of golf, and great food -like authentic Latin cuisine. He is a native New Yorker with deep roots in Westchester yet is slowly falling in love with the New England area.