EDUCATION
B.S., Skidmore College
EXPERIENCE
Lenox Advisors, Inc. – Financial Advisor
Strategies for Wealth – Financial Advisor
CREDENTIALS
Certified Financial Planner (CFP®)
Myles joined Sovereign in 2022. He spent the prior 16 years in the financial services industry, most recently at Strategies for Wealth where he served as a trusted wealth advisor. Myles joined Sovereign to build a practice devoted entirely to serving his clients. He lives on Long Island, NY with his wife, Jenny, and their dog, Luna.
As a CERTIFIED FINANCIAL PLANNER™, Myles and his team develop a comprehensive plan that integrates your income, expenses, assets, liabilities, insurance coverage, employee benefits, estate planning, tax strategy, and unique goals. Aligning this approach with your values (i.e., what’s important to YOU) should always be a priority.
He invests in a diversified, low-cost, tax-efficient manner.
He strives to simplify things for our clients, so they feel more in control of their financial life. That means creating customized investment plans using only the elements required to help them reach their objectives.
He is proactive in helping you to prioritize financial action steps and relieving you of the duty to make sure it gets done.
Sovereign is a fiduciary, which means we always act in your best interest.
Above all, he takes pride in being professional, kind, understanding, patient, and knowledgeable.
He wants to help you succeed. So, call or email him for an appointment.