Shawn Miles' Professional Contact Details

HQ
+18337526333
Location
Dallas, Texas

Shawn Miles' Current Company Details

For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.Our founders set the tone for our mission – giving individual investors access to sophisticated inves...
For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.Our founders set the tone for our mission – giving individual investors access to sophisticated investment modeling tools that were previously available only to institutional investors, and providing financial planning and wealth management advice with the belief that everyone should have a trusted financial advocate who is always acting in their best interests. Today, we're one of America's top independent wealth planning and workplace investment advisory firms, serving more than 1.3 million clients (as of Dec. 31, 2023).Our unique combination of high-tech and high-touch services helps people wherever they are on their personal financial journey. Through our Wealth Management services, we deliver straightforward wealth planning and investment advice to help individuals and families connect the dots between key parts of their financial life so they can build, grow, protect and preserve their wealth. Through our Employer Services, we work with many of the nation's leading employers, offering an integrated suite of personalized financial solutions to support employees across their major life events and milestones – from their first paycheck all the way through retirement.In serving clients from coast to coast, we know that when individuals have better confidence and command over their own financial journey, this can have a positive lasting impact on families, communities, and generations over time. This mission-driven purpose is deeply embedded in our values, our culture, and across all of our teams.
investment management
401k rollovers
retirement planning
iras
financial planning
consulting
financial services
financial advising
investing

Shawn Miles' Work History and Education

Edelman Financial Engines
Client Service Associate
2019 - Present
True North Advisors
Associate Wealth Manager
2017 - 2018 • 1 year
United Capital Financial Advisors, LLC
Financial Guidance Intern
2015 - 2017 • 2 years

Others Named Shawn Miles

Senior Vice President, Finance & Strategy at Star Equity Holdings
Sales & Lead Generation Expert at iCrowdNewswire
Executive Director & Owner at Prime Horizon, Inc.
Training Non-Commissioned Officer in Charge at United States Air Force
IT Team Manager at

Frequently Asked Questions about Shawn Miles


What company does Shawn Miles work for?

Shawn Miles works for Edelman Financial Engines.

What is Shawn Miles' role at Edelman Financial Engines?

Shawn Miles' role at Edelman Financial Engines is Client Service Associate.

What is Shawn Miles' email address?

Shawn Miles' email address is s**@edelmanfinancialengines.com.

What is Shawn Miles' business email address?

Shawn Miles' business email address is s**@edelmanfinancialengines.com.

What is Shawn Miles' HQ phone number?

Shawn Miles' HQ phone number is +18337526333.

What industry does Shawn Miles work in?

Shawn Miles works in the Financial Services industry.

Who are Shawn Miles' colleagues?

Shawn Miles' colleagues are Aaron Haley, Adam Zibuda, Aine Omalley, Aliyah Cheatham and more.
Regional Director, Financial Planning
Senior Manager, Institutional Marketing
Client Services Associate
Senior Director of Product Management

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