Jamie Sumner Email & Phone Number

At Mill Street Financial, we get it. We understand the challenges and aspirations of financial professionals, and we're here to provide them with the tools and resources they need to take control of their destiny. With over a century of combined leadership experience, our executive team recognizes the obstacles faced by advisors and tailors our offerings to empower them to reach their true potential.In our supportive environment, professionals can aspire to their true value. We acknowledge that many advisors are not properly valued in the industry and seek to change that. Mill Street Financial offers an environment where professionals can truly shine, receiving the recognition and support they deserve.One of the key ways Mill Street Financial empowers its advisors is by giving them the opportunity to own their own firms. This allows them to shape their businesses according to their unique vision and goals, taking control of their destiny. By owning their books, advisors can develop strong, lasting relationships with their clients and build a thriving practice.In addition to owning their firms, Mill Street Financial encourages its professionals to define the culture of their own firms. We believe in fostering an environment where individuality can flourish, and advisors can create a culture that aligns with their values.To ensure success, we equip our team members with state-of-the-art systems that streamline their workflows. Our platform allows professionals to consolidate trading, reporting, and onboarding workflows into a single sign-on, making their lives significantly easier. This premium integrated technology is not just a luxury, but a necessity for those looking to take control of their destiny.

Listed skills include Asset Management, Mutual Funds, Hedge Funds, Equity Research, and 31 others.

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  University Of Oregon

  Business Administration And Political Science