View in portrait for best experience

Brandon Miles

Client Service Manager

Brandon Miles joined Moneta as a Client Service Manager for the Heffernan Team to build professional relationships and further his knowledge of the financial industry while helping clients achieve their goals. He enjoys problem solving for clients while learning more about their specific circumstances and aspirations so he can serve them better. 

Brandon earned his Bachelor of Science from Miami University’s Farmer School of Business in Oxford, Ohio. 

Away from work, he spends his time traveling, listening to music, cheering on St. Louis sports teams, and finding ways to stay active. 

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

Donor Strategies for Impact 

Donor Strategies for Impact 

August 24, 2026

Creating a Purposeful and Purpose-filled Philanthropy Practice | Part 3 of 3 Some donors feel that the...

Monthly Recap – July 2026

Monthly Recap – July 2026

August 12, 2026

July Observations Markets Catch a Summer Downdraft Markets faced pressure in July after a recent run o...

Macroeconomic and Market Chat with PIMCO’s Tiffany Wilding

Macroeconomic and Market Chat with PIMCO’s Tiffany Wilding

August 12, 2026

Moneta recently hosted a macroeconomic and markets discussion with Tiffany Wilding, managing director ...

Why Most UHNW Families Have the Right Trusts and the Wrong Mix

Why Most UHNW Families Have the Right Trusts and the Wrong Mix

August 11, 2026

By Benjamin Trujillo and Elizabeth Sheehan  For most ultra-high net worth (UHNW) families, the questio...

VIEW ALL ARTICLES

Let’s make every moment count together…