Senior Vice President, PWM
Financial Advisor, RJFS
Miles serves as Senior Vice President for Patton Wealth Management and a Financial Advisor with Raymond James Financial Services. He has over 40 years of experience in the wealth management industry. Most recently, Miles spent 10 years with Merrill Lynch working with high net-worth families and businesses to develop, implement and monitor investment strategies. His focus has been to assist clients with building and protecting wealth through the use of risk managed and tax efficient investments. He also has significant experience with estate planning and working with foundations.
He graduated from The University of Toledo with a degree in Finance and also played football on the very successful varsity teams from 1968-1972. Miles has been active over the years with various committees at The University of Toledo Business School and Athletic Program.
Miles and his wife, Janice, reside in Oregon, OH and Noblesville, IN and have two grown children (Devan and Everett). Devan is married (Ethan) and lives in Indianapolis, IN. Everett also lives in Indianapolis.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Raymond James is not affiliated with any of the organizations listed above.