Forrest Miles

Forrest Miles Email and Phone Number

Private Wealth Manager at Sterling Financial Management @ Sterling Financial Management, Inc.
hagerstown, maryland, united states
Forrest Miles's Location
Haymarket, Virginia, United States, United States
Forrest Miles's Contact Details

Forrest Miles work email

Forrest Miles personal email

About Forrest Miles

I have over 37 years of experience in the financial services industry. Before joining Sterling Financial Management, I worked as Financial Advisor-Vice President for PNC Investments in Northern Virginia for 16 years. Prior to PNC Investments, I served as Assistant Vice President for SunTrust Investment Services in Roanoke, Virginia. I also worked as Branch Manager for Davenport & Company; Ferguson, Andrews & Associates and Dominion Bank. I have been a licensed advisor since 1985 with certifications in FINRA Series 7, 8, 26, 63 and 65 held by LPL Financial as well as having a life and health insurance license. I enjoy helping clients pursue their financial goals in a responsible manner by creating strategies for growing and maintaining their wealth to work toward their desired lifestyle.

Forrest Miles's Current Company Details
Sterling Financial Management, Inc.

Sterling Financial Management, Inc.

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Private Wealth Manager at Sterling Financial Management
hagerstown, maryland, united states
Employees:
9
Forrest Miles Work Experience Details
  • Sterling Financial Management, Inc.
    Private Wealth Manager
    Sterling Financial Management, Inc. Dec 2022 - Present
    Haymarket, Virginia, United States
  • Pnc Investments Llc
    Financial Advisor - Vice President
    Pnc Investments Llc Jan 2006 - Dec 2022
  • Suntrust Investment Services
    Assistant Vice President
    Suntrust Investment Services 2003 - 2006
    Roanoke, Va
  • Davenport & Company Llc
    Assistant Vp - Branch Manager
    Davenport & Company Llc 1998 - 2003
    Roanoke, Va
  • Ferguson, Andrews & Associates
    Vice President - Branch Manager
    Ferguson, Andrews & Associates 1991 - 1998
    Roanoke, Va
  • Dominion Bank
    Avp
    Dominion Bank 1987 - 1991

Forrest Miles Skills

Financial Services

Forrest Miles Education Details

Frequently Asked Questions about Forrest Miles

What company does Forrest Miles work for?

Forrest Miles works for Sterling Financial Management, Inc.

What is Forrest Miles's role at the current company?

Forrest Miles's current role is Private Wealth Manager at Sterling Financial Management.

What is Forrest Miles's email address?

Forrest Miles's email address is fo****@****pnc.com

What schools did Forrest Miles attend?

Forrest Miles attended James Madison University, Liberty Hs.

What skills is Forrest Miles known for?

Forrest Miles has skills like Financial Services.

Who are Forrest Miles's colleagues?

Forrest Miles's colleagues are David K Cushwa - Mba, Crpc, Aif, Ken Smith, Lynn Neal, Carlene Willhide, Kelly Batey, Bruce Neterer, Cpfa®, Mary Quilici.

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