Founder, Partner And Private Wealth Advisor
Current
May 2024 - Present
AeroLeads people directory · profile
William Milne, Cfp®, Clu® Email & Phone Number
Founder, Partner and Private Wealth Advisor at C³ Wealth Management
at
C³ Wealth Management
1 work email found
@nm.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder, Partner and Private Wealth Advisor at C³ Wealth Management
Location
Philadelphia, Pennsylvania, United States
Who is William Milne, Cfp®, Clu®? Overview
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Quick answer
William Milne, Cfp®, Clu® is listed as Founder, Partner and Private Wealth Advisor at C³ Wealth Management at C³ Wealth Management, based in Philadelphia, Pennsylvania, United States. AeroLeads shows a work email signal at nm.com and a matched LinkedIn profile for William Milne, Cfp®, Clu®.
William Milne, Cfp®, Clu® previously worked as Founder, Partner and Private Wealth Advisor at C³ Wealth Management and Wealth Management Advisor, Canna Milne Financial at Northwestern Mutual. William Milne, Cfp®, Clu® holds Bs, Economics from University Of Pennsylvania.
Company email context
Email format at C³ Wealth Management
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*@nm.com
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AeroLeads found 1 current-domain work email signal for William Milne, Cfp®, Clu®. Compare company email patterns before reaching out.
Profile bio
About William Milne, Cfp®, Clu®
Specialties: Certified in the Series 7 and 63 with FINRA, Certified Financial Planner® professional and Chartered Life Underwriter®
Listed skills include Portfolio Management, Financial Analysis, Financial Modeling, Finance, and 11 others.
Current workplace
William Milne, Cfp®, Clu®'s current company
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4 roles
William Milne, Cfp®, Clu® work experience
A career timeline built from the work history available for this profile.
Wealth Management Advisor, Canna Milne Financial
Apr 2016 - May 2024
Financial Advisor
•Formulate strategies and action plans to identify and acquire new Ultra High Net Worth clients for SLG Financial Advisory Business which includes estate planning, investment banking, portfolio management and life insurance planning •Collaborate and co-present with senior partners and product experts when appropriate •Execute initial marketing approaches through cold calling, webinars, targeted letter writing campaigns, progression to introductory and follow up meetings •Carry out detailed Estate Planning analysis including document, entity, financial statement and life insurance review •Responsible for implementation of planning recommendations based on understanding of current clients financial status, goals and family dynamic•Perform hedging, financial modeling, financial analysis, and risk-tolerance assessments to advise high net-worth clients on best-option investment strategies•Deliver informational sales presentations to potential clients and assist throughout the completion of application process while strengthening client relationships•Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates•Conduct comprehensive portfolio reviews to reevaluate objectives and projected portfolio performance
Jun 2008 - Apr 2016
Group Sales Rep
Non-Medical Insurance Group Sales (Vision, Dental, Disability, Life), Reported to Regional VP of Sales Sean McCartney, Gained ground-up experience in sales; from initial call to closing. Member of team making Broker visits and Sales calls, helped to close 2 large cases. Gained valuable selling experience in leading Broker meetings and presenting renewals to clients.
Jun 2007 - Aug 2007
3 education records
William Milne, Cfp®, Clu® education
Bs, Economics
University Of Pennsylvania
Bachelor Of Science (Bs)
The Wharton School
Education record
Poly Prep
FAQ
Frequently asked questions about William Milne, Cfp®, Clu®
Quick answers generated from the profile data available on this page.
What company does William Milne, Cfp®, Clu® work for?
William Milne, Cfp®, Clu® works for C³ Wealth Management.
What is William Milne, Cfp®, Clu®'s role at C³ Wealth Management?
William Milne, Cfp®, Clu® is listed as Founder, Partner and Private Wealth Advisor at C³ Wealth Management at C³ Wealth Management.
What is William Milne, Cfp®, Clu®'s email address?
AeroLeads has found 1 work email signal at @nm.com for William Milne, Cfp®, Clu® at C³ Wealth Management.
Where is William Milne, Cfp®, Clu® based?
William Milne, Cfp®, Clu® is based in Philadelphia, Pennsylvania, United States while working with C³ Wealth Management.
What companies has William Milne, Cfp®, Clu® worked for?
William Milne, Cfp®, Clu® has worked for C³ Wealth Management, Northwestern Mutual, Stanley-Laman Group, Ltd., and Principal Financial Group.
How can I contact William Milne, Cfp®, Clu®?
You can use AeroLeads to view verified contact signals for William Milne, Cfp®, Clu® at C³ Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did William Milne, Cfp®, Clu® attend?
William Milne, Cfp®, Clu® holds Bs, Economics from University Of Pennsylvania.
What skills is William Milne, Cfp®, Clu® known for?
William Milne, Cfp®, Clu® is listed with skills including Portfolio Management, Financial Analysis, Financial Modeling, Finance, Investments, Sales, Insurance, and Investment Strategies.
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