David Milowe
Managing Director - Branch Director , Senior Portfolio Director
- Role
- Managing Director-branch Director at RBC Wealth Management
- Location
- Wellesley Hills, MA, US
- LinkedIn followers
- 500 followers
About David Milowe
I help create financial security and peace of mind for individuals and their families by providing them with a high-level wealth management plan that fulfills their financial needs and long-term goals. With my customized service approach, I am able to gain insight into the realities of each household’s current situation, gauge where they want to be, and develop a plan of action on how to get there. As I have come to realize, the foundation of a sound financial plan is having a clear understanding of who my clients are. However, in life, one thing is constant: change. I understand that over time, each family’s income, investments, and objectives will change based on personal, economic and financial circumstances. As life changes, so will the road that needs to be taken to fulfill each family’s long-term goal. Ultimately, no matter what changes will occur, my clients can feel confident that their current and future lifestyles will be protected. With more than 20 years of experience in the financial services industry, I have worked for several prominent firms including Prudential Securities and AG Edwards. Currently I hold the Series 7, 9, 10, 63, and 66 licenses. I have also completed the Accredited Wealth Management program (AWM), a professional designation specifically focused on areas of estate and trust planning, insurance solutions and advanced investment strategies. Furthermore, I am a member of the RBC Wealth Management Consulting Group, a group committed to a consultative-based investment practice. For information regarding honors and awards I have received as a Financial Advisor at RBC Wealth Management, please visit my website. I reside in Canton with my wife, Gail and two daughters, Adrienne and Jacqueline. Being a firm believer of community involvement. I am on the Executive Board of JFS of Metrowest.
Experience
Managing Director-branch Director
Jan 2023 — Present
Education
Suffolk University
MPA, Public Finance
1983 — 1985
Emerson College
BS, Political Communication
1979 — 1983
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