Dara McMillan
Wealth Partner at Alpha Omega Wealth Partners
- Role
- Wealth Partner at Osaic
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Dara McMillan
My mission is to attract and develop client relationships that positions me as a holistic…
Experience
Wealth Partner
Aug 2024 — Present · Raleigh, NC, US
Provide directions for my clients in the area of insurance and investments- Help clients achieve financial security- Assist clients to achieving financial goals and objectives
Skills
- Fixed Annuities
- Retirement Planning
- Retirement
- Disability Insurance
- Insurance
- Mutual Funds
- Term Life Insurance
- Financial Services
- Investments
- Life Insurance
- Long Term Care Insurance
- Financial Advisory
- Small Business
- Health Insurance
- Securities
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