Forrest Miles

Haymarket, Virginia, United States

558 followers

Timeline
About me
Private Wealth Manager at Sterling Financial Management
Education
- Liberty hs
  -
- James madison university
  1973 - 1977
  Bba business administration
  Activities and Societies: Alpha Chi Rho Fraternity, JMU Track Team
Experience
- Dominion bank
  Jan 1987 - Jan 1991
  Avp
- Ferguson, andrews & associates
  Jan 1991 - Jan 1998
  Vice president - branch manager
- Davenport & company llc
  Jan 1998 - Jan 2003
  Assistant vp - branch manager
- Suntrust investment services, inc.
  Jan 2003 - Jan 2006
  Assistant vice president
- Pnc investments llc
  Jan 2006 - Dec 2022
  Financial advisor - vice president
- Sterling financial management, inc.
  Dec 2022 - now
  Private wealth manager
Licenses & Certifications
- Finra series 7, 8, 26, 63 and 65
- Life and health insurance licensed