Maury Wiles

Senior Relationship Manager at Vantage Investment Advisors LLC

Maury Wiles

Maury Wiles

Senior Relationship Manager at Vantage Investment Advisors LLC

Biography

Ms. Wiles is a senior relationship manager for Vantage Investment Advisors. Her responsibilities include developing the sales channel for Vantage’s investment advisory services.

Prior to joining us, she was a global forwarding sales executive at C.H. Robinson Worldwide, Inc. where she sold a variety of supply chain solutions for customers needing assistance with global ocean and air transportation.

Ms. Wiles has a bachelor’s degree in communications from the University of Central Missouri and a Master of Business Administration degree from Baker University. She is a volunteer with the Leukemia Lymphoma Society.

Overview
RelSci Relationships

94

Relationships
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Managing Partner at Mariner Wealth Advisors LLC

Relationship likelihood: Strong

Managing Director, Broker Dealers at Vantage Investment Advisors LLC

Relationship likelihood: Strong

Executive Vice President at Vantage Investment Advisors LLC

Relationship likelihood: Strong

Senior Wealth Advisor at Vantage Investment Advisors LLC

Relationship likelihood: Strong

Senior Wealth Advisor at Vantage Investment Advisors LLC

Relationship likelihood: Strong

Senior Relationship Manager at Vantage Investment Advisors LLC

Relationship likelihood: Strong

Wealth Advisor at Vantage Investment Advisors LLC

Relationship likelihood: Strong

Senior Investment Analyst at Mariner Retirement Advisors LLC

Relationship likelihood: Strong

Senior Trading Associate at Vantage Investment Advisors LLC

Relationship likelihood: Strong

Senior Research Analyst at Vantage Investment Advisors LLC

Relationship likelihood: Strong

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Maury Wiles
Senior Relationship Manager at Vantage Investment Advisors LLC
Education
Bachelor's in Communications

The University of Central Missouri experience transforms students into lifelong learners, dedicated to service, with the knowledge, skills and confidence to succeed and lead in the region, state, nation and world.

Career History
Senior Relationship Manager
Current

Vantage Investment Advisors' investment approach focuses on asset allocation. The firm may make changes to the asset class weightings within a client's long-term asset allocation in response to changes in economic conditions, analyst forecasts or market trends. Changes to the asset allocation may also occur periodically to ensure that the portfolio complements each client's investment goals and individual circumstances. Through rebalancing, a buy low, sell high investment strategy is implemented to return clients to their target asset mix. The firm does not view rebalancing as an automatic process. Instead, they carefully review current economic conditions, the client's individual profile and potential tax consequences before making adjustments. The firm primarily allocates client investment assets among various individual equity (stocks), debt (bonds) and fixed income securities, mutual funds and/or ETFs, and independent investment managers on a discretionary and non-discretionary basis in accordance with the client’s designated investment objectives.

Regional Consultant
Prior

Montage Investments LLC, part of Bicknell Family Holding Co. LLC, is a company headquartered in Leawood, KS. The firm provides investment advice. It was founded in 2010. Martin Christopher Bicknell is currently the CEO of the company.

Global Forwarding Sales Executive
Prior

Founded in 1905, C.H. Robinson is one of the world's largest third party logistics (3PL) providers, with 2011 gross revenues of $10.3 billion. We provide freight transportation and logistics, outsource solutions, produce sourcing, and information services to over 37,000 customers through a network of more than 230 offices in North America, Europe, Asia, South America, Australia, and the Middle East. To meet our customers' freight needs, we provide access to over 53,000 transportation providers worldwide, including contract motor carriers, railroads, air freight carriers, and ocean carriers. With the service and dedication of approximately 8,350 talented employees, our performance-driven culture, and our proven track record of success, we've built a strong reputation as an industry leader. While our tradition of leadership began with our produce and truckload services, we've evolved into an industry-leading 3PL with a comprehensive portfolio of sourcing, transportation, and logistics services. The ongoing challenges of the supply chain industry inspire us to innovate and search for new ideas that challenge limits and extend Beyond Brokerage. Our customers, contract carriers, and suppliers are the beneficiaries of this forward-thinking approach, because we believe they deserve nothing but the best from their 3PL. We are not content to simply meet their expectations—we are committed to exceeding them every single day Read more: http://www.chrobinson.com/en/us/About-Us/Our-Company/#ixzz2JLYdzvK0

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