Jesse Miles

Financial Advisor-vice President @Ameriprise Financial Services, LLC

Boca Raton, FL, US

I advise a small number of families on all aspects of their personal finances. Utilizing an extensive discovery process and my past experience as a CPA, although I do not currently provide any accounting services, and business owner I help clients quantify goals and prioritize concern and I provide strategies designed to help them mitigate risk to those goals. Much of my work focuses on multi-generational tax efficient wealth transfer.

Pace University-Pleasantville/Briarcliff Campus

Bachelor of Business Administration (BBA), Public Accounting