Miles Ball believes in providing independent, professional financial planning and investment management advice to his clients. By building a strong professional relationship with his clients, he believes that he can better assist them in positioning their assets for financial independence and achievement of their goals. Because of the many changes felt by the client due to tax laws, the economy and changes in their lives, Miles believes that a financial plan must be an ongoing process.
Miles is a Registered Representative and Registered Principal with SagePoint Financial, Inc., a registered broker/dealer firm registered with FINRA/SIPC. Wealth Management Consultants is a Registered Investment Advisor with the State of Alabama Securities Commission.
Miles is a Senior Partner with Wealth Management Consultants, LLC and has been a Financial Advisor since 1986. He also holds the title of Certified Financial Planner (CFP), Chartered Mutual Funds Counselor (CMFC), and Certified Divorce Planner (CDP). He received a Bachelor of Sciences degree from the University of South Alabama and his CFP designation from College for Financial Planning in Denver, Colorado.
Miles, born August 1955, is married to Susan and they have two children, Myles and Tori. In his free time, Miles enjoys golfing, fishing and traveling with his family. He also enjoys serving on the Board of Directors for two local non-profit agencies.