Miles Whitlock is an investment adviser representative focused on leading people to live, work, and retire on purpose, regardless of how much money they make or have at this time. Miles graduated from Cony High School and attained his BA degree in Economics from Clark University, Worcester Massachusetts. Miles is currently studying toward both his CFP® certification from the CFP Board of Standards and his ChFC® designation from The American College, Bryn Mawr, Pennsylvania.
Miles Whitlock
Vice President of Private Wealth Services and Investment Adviser Representative
JM Arbour Wealth Management
United States, Maine, Hallowell
About Me
Profile Information
Vice President of Private Wealth Services and Investment Adviser Representative
JM Arbour Wealth Management
Investment Team
Investor
Multi-Family Office
Hallowell
Maine
United States
Aug 8, 2025
Keylinks
More profiles to browse
Jim Lowell
Investment Adviser Representative and Private Wealth Adviser
William Cummings
Private Wealth Adviser
Jac Arbour
Founder and CEO
Jack Fitzpatrick
Investment Adviser Representative
You Might Like
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
PG
Patricia Gee
Operations
Manhattan Family Office
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
BH
Bob Helmer
President Emeritus
Baldwin Wallace University