Brian Mills Email and Phone Number
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Born and raised in the South, of a middle class family, I witnessed how a large portion of successful individuals and families continue to be under served or "left out" of the conversations around financial literacy and wealth creation/preservation, that others are privy to. Being a Division 1 collegiate athlete further expanded my understanding that professional athletes can historically fall into this category as well, even given their earning and wealth accumulation potential. I've committed my knowledge of financial literacy, legacy protection and tax planning, as well as non-traditional alternative investments, to providing the resources, access, and knowledge to those who have traditionally and historically been left out of these conversations. My goal as a wealth manager is provide service and advice that helps establish and/or reinforce the proper foundations to protecting my clients’ legacies, growing their assets in smart, and tactical ways. Ultimately, my goal is to provide confidence in my clients' financial wellbeing, the value of a financial life partner, to navigate dynamic market, economic, and life scenarios, and peace of mind in accomplishing their short term, long term, and generational goals.Additional Background:Experienced Financial Advisor and Relationship Manager with track record of working with Ultra High Net Worth clients, and a demonstrated history of working in the financial services industry. Skilled in Investment Management, Asset Allocation, Relationship Management, and Sales. Entrepreneurial, positive-minded, and creative sales professional with a Bachelor's Degree in Psychology focused in Research/Experimental and Cognitive Psychology, Neuroscience from Princeton University.
Princeton Club Of Southern California
View- Website:
- princetonsocal.org
- Employees:
- 4
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TreasurerPrinceton Club Of Southern CaliforniaLos Angeles, Ca, Us
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Wealth ManagerSavvy Wealth Jun 2024 - PresentNew York, New York, UsManaging assets for HNW / UNHW / High Income Earning individuals and families, pre- and current retirees, athletes/entrepreneurs, and philanthropic givers.Incorporating proactive tax, estate, and financial planning to grow, protect and preserve my clients' hard earned wealth and legacies, via a customized, comprehensive, and active approach.While traditional markets are tried and true, maximizing the use of bespoke, non-traditional downside protection solutions, income and growth focused alternatives, and tax-sensitive direct indexing strategies are what build truly smart, tactical, and weatherproof long term wealth. -
Vice President Of Wealth ManagementLido Advisors, Llc Jul 2021 - Jun 2024Los Angeles, Ca, UsLido Advisors, Inc. is a full service, independent Registered Investment Advisery firm that has built its practice as an alternative to the large brokerage houses and bank-owned firms. Developing long-term relationships with its clients, Lido Advisors provides an objective, conflict-free approach to investment advising, blending the best aspects of large firm resources with the personal service and touch of a boutique firmAt Lido, we utilize experience, creativity and independence with the goal to grow, maximize and protect our client’s assets. The ultimate goal is the realization and protection of our clients' legacies -
Financial AdvisorLido Advisors, Llc Jan 2020 - Aug 2021Los Angeles, Ca, UsLido Advisors, Inc. is a full service, independent Registered Investment Advisery firm that has built its practice as an alternative to the large brokerage houses and bank-owned firms. Developing long-term relationships with its clients, Lido Advisors provides an objective, conflict-free approach to investment advising, blending the best aspects of large firm resources with the personal service and touch of a boutique firmAt Lido, we utilize experience, creativity and independence with the goal to grow, maximize and protect our client’s assets. The ultimate goal is the realization and protection of our clients' legacies
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Relationship ManagerLido Advisors, Llc Jun 2018 - Jan 2020Los Angeles, Ca, UsLido Advisors, Inc. is a full service, independent Registered Investment Advisery firm that has built its practice as an alternative to the large brokerage houses and bank-owned firms. Developing long-term relationships with its clients, Lido Advisors provides an objective, conflict-free approach to investment advising, blending the best aspects of large firm resources with the personal service and touch of a boutique firmAt Lido, we utilize experience, creativity and independence with the goal to grow, maximize and protect our client’s assets. The ultimate goal is the realization and protection of our clients' legacies
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Moneyguard Internal WholesalerLincoln Financial Distributors Aug 2014 - Jun 2018Radnor, Pa, Us -
Intern In Mood And Anxiety Disorders ProgramIcahn School Of Medicine At Mount Sinai Jul 2013 - Aug 2013New York, Ny, Us- Prepared a detailed review and presentation of a recent journal article discussing clinical studies regarding Ventral Striatum activity in Bipolar I and Bipolar II Disorders.- Assisted in data entry, observed telephone screenings of potential research participants, in-office diagnostic interviews and symptom rating scale administrations.
Brian Mills Education Details
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Princeton UniversityNeuroscience
Frequently Asked Questions about Brian Mills
What company does Brian Mills work for?
Brian Mills works for Princeton Club Of Southern California
What is Brian Mills's role at the current company?
Brian Mills's current role is Treasurer.
What is Brian Mills's email address?
Brian Mills's email address is br****@****lfd.com
What is Brian Mills's direct phone number?
Brian Mills's direct phone number is +141069*****
What schools did Brian Mills attend?
Brian Mills attended Princeton University.
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