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@kingsviewam.com
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Ian Millman is listed as I help my clients navigate the world of investments in order to achieve their goals. at Kingsview Partners, a company with 70 employees, based in Melville, New York, United States. AeroLeads shows a work email signal at kingsviewam.com and a matched LinkedIn profile for Ian Millman.
Ian Millman previously worked as Partner | Wealth Manager at Kingsview Partners and Vice President-Investments, PIM Portfolio Manager at Wells Fargo Advisors. Ian Millman holds Bachelor Of Arts (B.A.), Business from State University Of New York At Albany.
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Kingsview Partners Melville focuses on clients with the goal of growing, preserving and protecting their wealth from generation to generation. We serve as the "CFO" to our clients and their families, delivering a custom experience to meet each individual's needs.
Listed skills include Financial Advisory, Finance, Asset Allocation, Valuation, and 9 others.
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Long Island, NY
Using a plan based approach, we map out our clients financial future, whether it be for their family or business. My team and I put our clients on a path to achieve their goals and fulfill their wishes, helping them retire comfortably and thus guiding them not only to, but through retirement.
Garden City, NY
As a Firm-designated PIM Portfolio Manager, I provided the investment analysis and strategicasset allocation services, rather than outsourcing these roles toother financial professionals. I also embraced Financial Planning and it has become a cornerstone of our client relationships.
I earned the PIA designation at Merrill Lynch which entitled me to be in the 10% of advisors able to manage client money on a discretionary basis. I also helped my clients navigate and mitigate the damage caused by the financial crisis of 2008.
I went through the Morgan Stanley Training Program and was 1 of 8 advisors to graduate out of over 200. Taking what I learned from my mentorship and in the training program I helped my clients survive the bursting of the tech bubble.
Other employees you can reach at kingsviewam.com. View company contacts for 70 employees →
Alan Yakuboff
Colleague at Kingsview PartnersWoodbury, New York, United States, United States
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Chris G. Cantu, Col Usaf(Ret)
Colleague at Kingsview PartnersUnited States, United States
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Molly Comer Jackson
Colleague at Kingsview PartnersParis, Tennessee, United States, United States
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Shaylyn Grimm
Colleague at Kingsview PartnersCoupeville, Washington, United States, United States
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Brian Huff
Colleague at Kingsview PartnersLouisville Metropolitan Area, United States
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Dixie Brown
Colleague at Kingsview PartnersStoneville, North Carolina, United States, United States
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Aaron Klemow
Colleague at Kingsview PartnersFairfield, Connecticut, United States, United States
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Anna Handza
Colleague at Kingsview PartnersPlatte City, Missouri, United States, United States
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Robert Robinson
Colleague at Kingsview PartnersCasper, Wyoming, United States, United States
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Cami Higgison
Colleague at Kingsview PartnersRogue River, Oregon, United States, United States
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Activities and Societies: Alpha Epsilon Pi
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Ian Millman works for Kingsview Partners.
Ian Millman is listed as I help my clients navigate the world of investments in order to achieve their goals. at Kingsview Partners.
AeroLeads has found 1 work email signal at @kingsviewam.com for Ian Millman at Kingsview Partners.
Ian Millman is based in Melville, New York, United States while working with Kingsview Partners.
Ian Millman has worked for Kingsview Partners, Wells Fargo Advisors, Merrill Lynch, and Morgan Stanley.
Ian Millman's colleagues at Kingsview Partners include Alan Yakuboff, Chris G. Cantu, Col Usaf(Ret), Molly Comer Jackson, Shaylyn Grimm, and Brian Huff.
You can use AeroLeads to view verified contact signals for Ian Millman at Kingsview Partners, including work email, phone, and LinkedIn data when available.
Ian Millman holds Bachelor Of Arts (B.A.), Business from State University Of New York At Albany.
Ian Millman is listed with skills including Financial Advisory, Finance, Asset Allocation, Valuation, Securities, Portfolio Management, Investment Strategies, and Financial Risk.
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