Rebecca Miles, CFP® CLU®

Senior Wealth Analyst

Rebecca’s focus is finding optimal solutions for complex financial issues pertaining to the preservation, accumulation and distribution of wealth. Her work consists of in-depth research and analysis, consultation with LNW’s in-house experts in investments, taxes, trusts and legacy planning, and a deep understanding of each client’s unique concerns and goals, especially during major life transitions. Rebecca especially enjoys working on personal wealth strategies for business owners, tech executives, and families passing on multigenerational wealth.

Rebecca is involved in all aspects of LNW client account management and wealth planning. Her duties include working closely with LNW Wealth Managers to create, implement and monitor investment portfolios and wealth planning strategies, maintain the appropriate asset allocation strategy within client portfolios, and to propose solutions that enhance the overall client relationship. Prior to LNW, Rebecca was 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.