Rebecca Miles, CFP® CLU®

Wealth Advisor

Rebecca partners with clients as a first point of contact and a steady guide through major financial decisions. As a wealth advisor, she leads and co leads relationships, crafting and implementing integrated strategies that align investment portfolios, tax considerations, trusts, and legacy planning with each family’s goals. She brings a deep understanding of each client’s unique concerns, especially during major life transitions, and enjoys helping multigenerational families, retirees, ESG focused investors, and business professionals navigate complexity with confidence.

Rebecca is involved in all aspects of LNW client account management and wealth planning. Previously as a wealth analyst at LNW, she built her advisory approach on deep analysis, portfolio implementation, impact investing and comprehensive planning support. Before joining LNW, Rebecca served as an Associate Advisor at Highland Private Wealth Management and a Senior Client Associate at OppenheimerFunds.

Never lose sight of the fact that the most important yard stick to your success is how you treat other people.
Designations and Education
  • Chartered Life Underwriter®
  • B.A. in Business Administration, University of Washington, Foster School of Business
Community and Industry Affiliations

Volunteer, Ballard Rotary Club

Personal Passion

Staying active in the Pacific Northwest, with golden retriever Ruby.