Reid Miles, CFP®
Wealth Advisor
Reid Miles helps clients build and preserve lasting wealth by creating specialized financial plans that seek to understand each client’s unique circumstances. With a clear understanding of their priorities and objectives, he implements tailored investment solutions to help achieve those goals and provide peace of mind. Reid differentiates himself by taking a holistic approach to wealth management by integrating estate planning, advanced tax planning, investment management, and retirement/cash flow planning to ensure every aspect of a client’s financial life works together in support of their long-term objectives. With a special interest in charitable giving, estate planning, and equity compensation strategy, he particularly enjoys getting to know his clients on a personal level and supporting them in building a financial future aligned with their values.
Prior to joining United Capital in 2022, 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. Outside of the office Reid enjoys all things outdoors including golfing, snowboarding, surfing, and running.
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