Myles Linhares, recently promoted to Assistant Vice President, joined the Tulsa team in 2021 as a Financial Planning Analyst and brings to the company twelve years of experience in wealth management. In his role, Linhares provides financial analytics and research support for clients.
Prior to working with Argent Trust Oklahoma (formerly AmeriTrust Corporation), 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).
