Gregg Miles, CFP® in

Gregg Miles, CFP®

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Founder & Managing Partner at Cross Coastal Advisors
📍 Boston, Massachusetts, United States

Gregg Miles is the Founder and Managing Partner of Cross Coastal Advisors, specializing in financial planning for high-net-worth clients, Fortune 500 executives, and business owners. A graduate of Cornell University and a Certified Financial Planner®, he focuses on wealth management, asset protection, and succession planning, and has received numerous national and local awards.

Outside of his professional life, Gregg is deeply involved in community and charitable work, supporting organizations like The Boston Foundation, Good Sports, and The Wounded Warrior Foundation. He resides in the Boston area with his wife, Melissa, and their three children, Nolan, Keaton, and Langley.

Interesting fact: Gregg played football for Cornell University during his time as a student.

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Experience
25 Years
Current Role
Founder & Managing Partner
Job Level
Leadership
Location
Boston, Massachusetts, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Gregg cares about

Generational Wealth Transfer
His practice focuses on advising high-net-worth individuals and families on estate planning and asset transfer strategies using insurance-based solutions.
Executive & Business Planning
He has extensive experience working with private equity, venture capital, and real estate executives, as well as business owners on their unique financial needs.
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Career

Work history

10-2015
Founder & Managing Partner
Cross Coastal Advisors
7-2010 - 10-2015
Managing Partner
Miles Logue Financial Group
8-2005 - 7-2010
Wealth Management Advisor, CFP
Charter Oak Insurance & Financial Services Co.
6-2000 - 8-2005
Financial Consultant
The Boston Group of NMFN
In the press

Media appearances

Cross Coastal Advisors Formed to Meet High Net Worth Planning Needs. Featured in PR Newswire
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Education
9-1995 - 5-1999
Bachelor of Science
Cornell University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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