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Myles Linhares

Financial Planning Analyst

B.S. (Personal Financial Planning), Texas Tech University

Myles Linhares joined the Tulsa team in 2021 as a financial planning analyst based in the Tulsa office and brings to the company eight years of experience in wealth management, in his role, Linhares will provide financial analytics and research support for clients.

Prior to AmeriTrust, Myles worked as a portfolio paraplanner at Stonebridge Financial Group in Frisco, Texas, and a client service associate at Bannerman Wealth Management in Dallas. He also held various trader positions at Fidelity Investments.

Linhares earned his bachelor’s degree in personal financial planning from Texas Tech University. He holds a Series 65 license with the Financial Industry Regulatory Authority (FINRA).

Tulsa

4506 S. Harvard Ave., Tulsa, OK 74135

(918) 610-8080

4506 S. Harvard Ave., Tulsa, OK 74135

Provided Services

Trusts & Estate Planning

Trusts & Estate Planning

With over 30 years of expertise serving as sole trustee, co-trustee, successor trustee and directed trustee for thousands of clients, Argent can expertly serve the multi-generational wealth preservation and transfer needs of your family.

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Investment Management

Investment Management

Argent provides a broad range of investment management services designed to optimize the performance of your financial assets based on your unique needs and investment strategy.

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Insights

Investment Outlook – September 2023

Investment Outlook – September 2023

Same Song, Second (or Third or Fourth) Verse There’s a certain sameness to the current market environment. It seems that we’ve been facing a familiar dynamic tension for most of the past year: GDP is thankfully still positive — no recession yet, and the unemployment...

The Morning View: September 29, 2023

The Morning View: September 29, 2023

In this morning’s data, Personal Income grew 0.4% in August, as expected and higher than the previous month.  Personal Spending grew 0.4% in August, slightly lower than expected and moderately lower than the previous month.  Real Personal Spending, which accounts for...

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