Nichelle Rizk

President @Millennium Investment & Retirement Advisors, Llc

Winston-Salem, NC, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Aug 2024 — Present

President @Millennium Investment & Retirement Advisors, Llc

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Winston-Salem, NC, US

Millennium is an independent, fee-only RIA and consulting firm that is committed to providing unbiased advice to retirement plans. We have served in various fiduciary roles including investment advisor, ERISA 3(38), 3(21) and 3(16) for more than 20 years. We are based in North Carolina, but work with employers throughout the United States, including Hawaii.

EDUCATION

1996 — 2000

High Point University

Bachelor's degree, Business Administration and Management, General

SKILLS

Asset AllocationBankingMutual FundsPortfolio ManagementEmployee BenefitsRelationship ManagementFinancial ServicesInvestmentsRetirement PlanningBusiness StrategyRetirementBrand DevelopmentFinancial PlanningManagement401kBusiness DevelopmentWealth ManagementInvestment Advisory

ABOUT NICHELLE RIZK

President, MillenniuM Investment & Retirement Advisors, LLC

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