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).
