Miles Jamieson
advicer.bio/milesjamieson

Miles Jamieson

Financial Advisor at Daniel Investment Group Inc.

Verified advisor · CRD 8156528

I am a Financial Advisor at Daniel Investment Group, where I help high-income professionals and families make informed decisions around investments, taxes, retirement, and long-term wealth planning. I have a particular focus on BigLaw attorneys and other professionals navigating complex compensation and significant career transitions. A Davidson College graduate with a background in economics and collegiate baseball, I strive to bring a disciplined, relationship-driven approach to financial planning. I'm passionate about helping clients turn financial success into greater flexibility, security, and long-term wealth.

Listed in People
9
Tools in my stack
LPL Financial (ClientWorks)
Custodial Platform
Redtail
CRM, Client Texting
Orion
Compliance, Portfolio Management, TAMP
RightCapital
Financial Planning
Zocks
Client Meeting Support, Client Data Gathering, AI Assistants/Agents +1 more
+4 more
Smarsh
Communications Archiving/Monitoring
FirmScribe
Communications Archiving/Monitoring
SmartRIA
Compliance
Monarch
Cash Management/Budgeting
0
Events coming up
0
Books, pods, letters
0
Things I'm open to