Private Wealth Manager
Forrest Miles recently joined the Sterling Financial Management team as a Private Wealth Manager with over 37 years of experience in the financial services industry. With an office in Haymarket, Virginia, he expands the footprint of the firm, increasing it from two to three offices to better serve clients.
For the past 16 years, Forrest worked as Financial Advisor-Vice President for PNC Investments in Northern Virginia. He enjoys helping his clients pursue their financial goals in a responsible manner by creating strategies for growing and maintaining their wealth to work toward their desired lifestyle. Prior to PNC Investments, Forrest served as Assistant Vice President for SunTrust Investment Services in Roanoke, Virginia. He also worked as Branch Manager for Davenport & Company; Ferguson, Andrews & Associates and Dominion Bank. Forrest has been a licensed advisor since 1985 with certifications in FINRA Series 7, 8, 26, 63 and 65 held by LPL Financial as well as having a life and health insurance license.
He graduated from James Madison University (JMU) with a Bachelor of Business Administration.
Forrest lives in Haymarket with his wife and has one grown son. He enjoys golfing, playing the guitar and taking his RV to visit music festivals around the country with his wife and friends.
Connect with Forrest on LinkedIn.