Talk to sales Try for Free
Forrest Miles

Forrest Miles

AVP

Followers of Forrest Miles558 followers
location of Forrest MilesHaymarket, Virginia, United States

Connect with Forrest Miles to Send Message

Connect

Connect with Forrest Miles to Send Message

Connect

  • 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