Robert Miles

Robert A. Miles
Managing Director Head of National Sales Investment Services Group Truist Bank

214 N Tryon St

Charlotte, NC 28202-0026

Robert.Miles@truist.com

Phone 704-650-2460

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About me

Background

Rob Miles is a passionate and dedicated leader with a deep understanding of the evolving needs of clients and families. With a focus on delivering a purpose-driven experience, Rob and his team develop innovative strategies and tools to help advisors evolve and address the changing needs of their clients. His ability to listen and understand client behavior is key to the work he leads which helps advisors provide effective and personalized advice.

Rob came to Truist in 2022 from Wells Fargo, bringing with him years of knowledge and experience where he was the Head of Practice Management & Leadership Development. He prioritizes increasing the behavioral aspects of practice management and creating innovative and impactful programs that enhance an advisors' understanding and skills to deliver a comprehensive advice framework. Rob is a skilled public speaker as well as believes in collaborative learning environments which are a hallmark of his team’s approach.  

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

Education

Economics & History
Duke University 1993 1997

Personal Interests

Outside of his professional endeavors, Rob is actively engaged in his local community. He previously served as a founding board member of Bright Blessings, a charity dedicated to supporting homeless children in Charlotte and surrounding areas. He also volunteers as a youth sports coach and serves on various committees at his children's schools. Currently, Rob is a board member and part of the development committee for The Relatives, an organization providing help and resources to youth in crisis.

In his free time, Rob enjoys spending quality time with his wife, Jill, and their four children. They share a love for sports, travel, hiking, and golf. Rob holds a double major in Economics and History from Duke University and holds the Series 7, 66, and 24 securities registrations.

Specialties

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

Locations

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