Meet The Team

Arthur T Brown

Arthur T Brown

Phone: (941) 363-2831
Fax: (941) 953-4891

arthur.brown@opco.com

is licensed in the following state(s)*:
AK, CT, FL, GA, IL, LA, MA, MD, MI, NY, OH, WI

Arthur’s career includes 22+ years of portfolio management, asset allocation, and optimization for affluent individuals, families and institutional investors. He is a Director - Investments with the Twin Palms Private Client Group, a financial advisory team in Sarasota providing comprehensive wealth management services at Oppenheimer & Co. Inc.

Arthur focuses on the various portfolio strategies and optimization for the group where he oversees the everyday portfolio monitoring and takes an active approach to asset management services. Arthur has been able to differentiate himself by taking a hands-on approach to portfolio advisory. He works closely with clients every step of the way to recommend and monitor customized portfolios based on fundamental and technical analysis of the equity markets as well as the inclusion of various fixed income, options and alternative investments, for qualified investors.

The Twin Palms Private Client Group manages portfolios on a fee-based model thus eliminating conflicts of interest and allowing Arthur to build a portfolio based on the client’s best interest.

Previous to joining Oppenheimer & Co. Inc., Arthur spent 7 years with Wells Fargo Advisors as a Vice President, Investment Officer and 15 years with Citigroup Global Markets in various advisory capacities. He is a graduate of the University of Toledo where he received a Bachelor’s in Business Administration with a concentration in Financial.

Arthur lives in Lakewood Ranch and is the proud father of 3 boys.. Arthur’s interests outside of investment advisory include cooking, golfing and spending quality time with family and friends.

Adopting a fee-based account program may not be suitable for all investors; anticipated individual commission costs should be compared to anticipated annual fees.

Jonathan J. Miles

Jonathan J. Miles

Phone: (941) 363-2817
Fax: (941) 363-2899

jonathan.miles@opco.com

is licensed in the following state(s)*:
CA, CO, CT, FL, GA, IL, LA, MA, MD, MI, NY

Jonathan J. Miles, CFP® is a Financial Advisor with the Twin Palms Private Client Group of Oppenheimer & Co. Inc. Jonathan holds the Certified Financial Planner (CFP)® designation by the Certified Financial Planner Board of Standards Inc. He oversees the group’s wealth planning capabilities, working with affluent individuals, trusts, and foundations to establish a big picture view of their financial situation and making recommendations to improve their overall financial health. Jonathan has consistently differentiated himself by bringing a high level of competence and a disciplined academic approach to the financial planning process.

Jonathan focuses on creating customized asset allocation plans based on each client’s particular needs and progress toward their goals. He also brings expertise in the areas of insurance, annuities, estate planning strategy and tax strategy to the Twin Palms Private Client Group.

Jonathan graduated from Eckerd College in Saint Petersburg, FL with a Bachelor’s of Arts in Chemistry with a minor in Biology. He spent time after college as an Analytical Chemist for a research & development firm before transitioning to Financial Advisory in 2012. His scientific background has proven to be a major strength in his ability to make decisions based on data and statistical analysis.

Jonathan is a Florida native who has been in the Sarasota area for the majority of his life. He is married, and has 2 dogs at home. In his free time Jonathan is an avid angler, golfer, and woodworker. Jonathan and his wife participate regularly in animal advocacy groups where they have a passion for helping animals find their forever homes.