Jaime McMillan

Founder Mcmillan Advisor Multi Family Offices @Mcmillan Advisor Multi Family Offices

Denver, CO, US
EMAILS
j••••@mcmillancapital.com
MOBILE NUMBERS
+19•••••••86

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WORK HISTORY

Nov 2007 — Present

Founder Mcmillan Advisor Multi Family Offices @Mcmillan Advisor Multi Family Offices

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Denver, CO, US

Multi Family Office AdvisorThe world is more complex today with many financial models in finance and banking. But what financial customers say they need most is a financial manager. One who can be holistic, who doesn’t sell products, is responsive and can anticipate issues. Fiduciary Adviser, Fee-Only no Commission Products.Our Advisor business model is focused on one purpose- serving multi-family offices of clients. They are unique families with unique financial needs. Here’s just some of the many services we provide.

EDUCATION

1986 — 1991

North Carolina State University

BA, Political Science

N/A

Trinity Law School

Doctor of Law - JD, Law

SKILLS

Fixed AnnuitiesAsset AllocationBankingMutual FundsFinancial AdvisoryForeign CurrencyRetirementStrategic Financial PlanningStrategic PlanningSocial MediaRetirement PlanningInsuranceInvestmentsManagementEstate Tax PlanningStrategyEtfs401kLife InsuranceFinanceCollege Savings PlansWealth ManagementSmall BusinessWealthPortfolio ManagementPensionsFinancial PlanningInvestment AdvisoryPublic SpeakingEstate Planning

ABOUT JAIME MCMILLAN

Jaime McMillan started his Wall Street career in Atlanta Georgia with Bear Stearns…

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Jaime McMillan — Email, Phone Number & Contact Info | Unifers