Miles Evans Email & Phone Number
@mycoastalwealth.com
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Who is Miles Evans? Overview
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Miles Evans is listed as Financial Advisor at Brust Wealth Advisors, a company with 52767 employees, based in Metro Jacksonville, United States, United States. AeroLeads shows a work email signal at mycoastalwealth.com and a matched LinkedIn profile for Miles Evans.
Miles Evans previously worked as Investment Solutions Representative III at Fidelity Investments and Investment Solutions Representative II at Fidelity Investments. Miles Evans holds Bachelor Of Business Administration (B.B.A.), Marketing, Graduate from Louisiana State University.
Email format at Brust Wealth Advisors
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AeroLeads found 1 current-domain work email signal for Miles Evans. Compare company email patterns before reaching out.
About Miles Evans
My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.
Listed skills include Inventory Management, Teamwork, Event Planning, Problem Solving, and 6 others.
Miles Evans's current company
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Miles Evans work experience
A career timeline built from the work history available for this profile.
Investment Solutions Representative Iii
Current
Investment Solutions Representative Ii
High Net Worth Representative I
Client Relationship Advocate
Registered Representative
-Worked on a team to provide financial planning support to clients.-Maintained awareness of the latest legislative, industry, and company changes that may affect financial planning.-Prospected for new clients via LinkedIn, canvassing, cold calls, and other intermediaries.-Responded to prospective customer queries about financial planning.-Attended weekly.
Summer Intern
-Assisted with website development and managing customer platform. -Developed business development strategy, specifically customer acquisition. -Managed a small team to complete renewal project and new hire orientation materials. -Assisted team members to generate new client leads.-Completed projects using both the Zywave and Salesforce operating systems.
Intern
-Worked with multiple different departments to off the highest level of service and satisfaction to both employees, current customers, and potential customers including running reports and implementing processes for optimal results-Assisted with producers and sales team to prospect for clients, work on different reports, and attended capabilities.
Summer Internship
-Worked as part of a collaborative team to help provide a high level of service to employees, potential customers and current customers, including supporting and developing processes for efficient operations-Assisted with operations and logistics for international scientific user facility, including inventory management, shipping and receiving, and asset.
Cart Staff
-Provided professional and friendly customer service with the members and staff of the golf course -Maintained golf carts to ensure operational use, including cleaning, repairing and staging carts-Assisted members in loading and unloading of their clubs and other belongings to and from golf carts-Set up, cleaned driving range and performed various other.
Sales Associate
-Worked as a team member to provide the highest level of service to customers, maintaining friendly and professional customer interactions-Demonstrated that customers come first by always serving them with a sense of urgency -Managed various sections in the store and stockroom, including display and preparation of clothing-Managed inventory of clothing.
Colleagues at Brust Wealth Advisors
Other employees you can reach at fidelity.com. View company contacts for 52767 employees →
Laura White
Colleague at Brust Wealth AdvisorsRaleigh, North Carolina, United States, United States
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Shyam Sundar A M
Colleague at Brust Wealth AdvisorsChennai, Tamil Nadu, India, India
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Arnika Mohapatra
Colleague at Brust Wealth AdvisorsDurham, North Carolina, United States, United States
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Vanessa Macias
Colleague at Brust Wealth AdvisorsAlbuquerque, New Mexico, United States, United States
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Jeanette Brockman
Colleague at Brust Wealth AdvisorsAlexandria, Kentucky, United States, United States
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Terry Pierce
Colleague at Brust Wealth AdvisorsPlano, Texas, United States, United States
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Michele Combs
Colleague at Brust Wealth AdvisorsCincinnati, Ohio, United States, United States
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Rachel Melton
Colleague at Brust Wealth AdvisorsAlbuquerque-Santa Fe Metropolitan Area, United States
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John Kammerer
Colleague at Brust Wealth AdvisorsCincinnati, Ohio, United States, United States
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Obuliraj Dhanakotti
Colleague at Brust Wealth AdvisorsIrving, Texas, United States, United States
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Miles Evans education
Bachelor Of Business Administration (B.B.A.), Marketing, Graduate
Education record
Frequently asked questions about Miles Evans
Quick answers generated from the profile data available on this page.
What company does Miles Evans work for?
Miles Evans works for Brust Wealth Advisors.
What is Miles Evans's role at Brust Wealth Advisors?
Miles Evans is listed as Financial Advisor at Brust Wealth Advisors.
What is Miles Evans's email address?
AeroLeads has found 1 work email signal at @mycoastalwealth.com for Miles Evans at Brust Wealth Advisors.
Where is Miles Evans based?
Miles Evans is based in Metro Jacksonville, United States, United States while working with Brust Wealth Advisors.
What companies has Miles Evans worked for?
Miles Evans has worked for Brust Wealth Advisors, Fidelity Investments, Coastal Wealth, A Massmutual Firm, Evco Insurance Services, Inc., and Bxs Insurance.
Who are Miles Evans's colleagues at Brust Wealth Advisors?
Miles Evans's colleagues at Brust Wealth Advisors include Laura White, Shyam Sundar A M, Arnika Mohapatra, Vanessa Macias, and Jeanette Brockman.
How can I contact Miles Evans?
You can use AeroLeads to view verified contact signals for Miles Evans at Brust Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Miles Evans attend?
Miles Evans holds Bachelor Of Business Administration (B.B.A.), Marketing, Graduate from Louisiana State University.
What skills is Miles Evans known for?
Miles Evans is listed with skills including Inventory Management, Teamwork, Event Planning, Problem Solving, Sales, Leadership, Microsoft Office, and Google Drive.
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