Myles has engineered wealth plans for hundreds of individuals and business owners, helping them maintain their standard of living and achieving their financial goals. He has conducted numerous workshops on a broad array of topics, such as, retirement and investment planning, estate planning strategies, business continuation planning, college planning, and long term care planning.
Myles understands that each client is unique with specific financial and other personal needs. Myles believes in a team approach, collaborating with clients, their CPA, attorney and other advisors as necessary, so that he can offer the most appropriate support, advice and strategies to help them achieve their goals and to help clients see their plan through to completion.
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- CERTIFIED FINANCIAL PLANNER™: signifies knowledge, ethics, and the experience to help you manage your wealth.
- Retirement Planning Specialist: awarded by AXA Advisors based on his receipt of a Certificate in Retirement Planning from the Wharton School of Business.
- Certified Divorce Financial Analyst (CDFA™): specific training and education to help clients understand the financial ramifications of divorce.
- Million Dollar Round Table (MDRT) qualifying member: an achievement less than 1% of the industry qualifies for.
- Sterling Group: a select group of financial professionals affiliated with AXA Advisors, LLC who are distinguished as exceeding the highest standard of experience, expertise and service in the industry, an honor bestowed onto less than 8% of the nearly 7,000 career AXA Advisors financial professionals.
- AXA Hall of Fame Medal: for qualifying ten times in the annual National Leaders Corps during a most distinguished career in the field of Financial Services.
- South Palm Beach County Family Law Group
- Collaborative Family Law Professionals of South Florida
- Collaborative Divorce Team, Inc.
- Institute of Divorce Financial Analysts
- Broward County Bar Association (associate member)
- Greater Boca Raton Estate Planning Council
- Greater Boca Raton Chamber of Commerce (Trustee member)