Kim's Bio

KIMBERLY L. MILES, LUTCF, CLTC   

Kimberly L. Miles, LUTCF, CLTC is an agent with New York Life Insurance Company and a Registered Representative of NYLIFE Securities LLC and has been with New York Life since 2002.  In addition, Kimberly is a Financial Adviser of Eagle Strategies LLC, a Registered Investment Adviser.

Kimberly's business focuses on personal planning in the areas of life insurance, fixed¹ and variable² annuities, long-term care insurance, as well as retirement, estate planning, and business succession planning.  In addition, Kimberly provides business planning for companies supplying 401(k)s, pensions, voluntary payroll deduction programs, as well as health³, life, and disability³ insurance.  She works closely with both the executives of the companies, as well as the employees, to insure that each individual's goals are met for both the short-term as well as planning for retirement.

Kimberly graduated Cum Laude from the S.I. Newhouse School of Public Communications, Syracuse University, 1993.  An active member of the board of directors of her local chamber of commerce, she founded the organization, Women Helping Women, in 2004.  From 2004-2014, Kim produced and emceed this program which helped promote female owned and/or operated businesses providing a comfortable venue in which to network with and patronize local enterprise.  Kimberly recently served as the President of the Winchester Chamber of Commerce in 2015.

As a seasoned lecturer, Kimberly was asked to speak at the 2007 Yankee Dental Congress.  She has participated in numerous seminars as well as corporate events such as being a featured speaker at the 2008 and the 2009 Tufts Dental Alumni Program.  Kimberly is frequently invited into companies to host educational seminars for executives and their employees.

It's rumored that Kim is seen without her signature high heels only when on the golf course or skiing with her husband. Kim's favorite way to spend a weekend is to spend time with her nieces who make her heart smile.

 

¹Issued by New York Life Insurance Company and New York Life Insurance and Annuity Corporation.

²Securities offered through NYLIFE Securities LLC, (member FINRA/SIPC), A Licensed Insurance Agency.

³Products available through one or more carriers not affiliated with New York Life, dependent on carrier authorization and product availability in your state or locality.

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February 21, 2019 @ 01:40 PM

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