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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. 

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Learning From a Legacy – 2026

Learning From a Legacy – 2026

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Monthly Recap – December 2025

Monthly Recap – December 2025

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December Observations Subdued Month Brings the End to a Solid Year U.S. equity markets closed a robust...

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