As a wealth advisor at Willner Heller LLC, Miles discusses his role within the firm and how he transitioned to get there from his earlier career journey at UBS. He emphasizes the importance of maintaining a collaborative approach with his clients, and how he creates customized services for high net worth clients, charities, and small businesses. Outside of the office, Miles loves spending time with his fiancé, their dog, Jax, and trying new restaurants throughout the San Fernando Valley.
How did Miles get into private wealth management? What makes Willner Heller stand out from other wealth management firms? Where are his and his fiance’s favorite places to eat? Steak or sushi?
