Miles Ouren

Miles G. Ouren
Vice President Financial Advisor Investment Services Group Truist Investment Services, Inc.

2717 Texas Ave S

College Station, TX 77840-5041

About me

Background

Miles Ouren is a Financial Advisor with Truist Investment Services, Inc., offering clients more than 25 years of financial services, retirement planning, and investment management experience. He delivers information and solutions with a common-sense approach to financial security and wealth management, helping individuals, families, and business owners understand and coordinate their financial situations. Miles provides a meaningful and high-quality financial strategy, utilizing banking, insurance, and investments designed with financial wellness in mind.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Business Administration
Texas A&M University
Master of Business Administration
Sam Houston State University
Southwestern Graduate School of Banking
Southern Methodist University

Personal Interests

Miles has previously served on the boards of the Down Syndrome Association of the Brazos Valley, Junction 505, Junior Achievement, his HOA, and the advisory board for the Prairie View AandM College of Business.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Accomplishments

Beta Gamma Sigma Honors*
Sam Houston State University Chapter

Locations

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