CAL - Reid Miles

Reid Miles, CFP®

Wealth Advisor

Reid Miles specializes in advanced tax planning, equity compensation strategy, charitable giving, and estate planning for affluent families and executives. He builds integrated financial plans that coordinate investment management, retirement and cash flow planning, and estate strategies so every part of a client’s financial life works together toward their long-term goals.

Prior to joining United Capital, Reid started his career as a Revenue Strategy Analyst for American Airlines before transitioning to the financial services world as an Associate Wealth Management Advisor. He graduated Magna Cum Laude from Auburn University with a BS in Finance. He is also a CERTIFIED FINANCIAL PLANNER™ practitioner.

Reid and his wife Carly, both Marin County natives, live in San Anslemo, CA.

Let’s Have a Conversation

We welcome you to schedule a discussion with a financial advisor at no cost or obligation.

During this discussion, you will:

  • Share your current situation and goals
  • Receive an introduction to an advisor
  • Get your financial questions answered

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