Robert McMillan

About Robert McMillan

The Floyd McMillan Scott GroupPrivate Wealth ManagementOUR APPROACH The Floyd McMillan Scott Group uses our diverse financial expertise and deep client relationships to alleviate the financial worries of affluent individuals and families. Our team is highly credentialed with extensive financial capabilities, as well as multigenerational, with a broad range of experiences and expertise. Our variety of perspectives and experiences result in financial advice that is creative, comprehensive and customized. CREDENTIALED Four of our team members are CERTIFIED FINANCIAL PLANNER® professionals, one is a Certified Investment Management Analyst®, and one is a Certified Plan Fiduciary Advisor®. These designations reflect our commitment to providing clients with superior financial planning and investment management expertise. EXPERIENCED Over the past 35 years, our team has developed a time-tested institutional investment consulting process that includes a proprietary methodology for investment manager selection. We are also part of Baird\'s Qualified Plan Consulting Group, an exclusive collaboration of Financial Advisor teams dedicated to the highly specialized field of qualified retirement plan consultation. MULTIGENERATIONAL Our team provides insights and perspectives of three generations of advisors (baby boomer, Gen X, millennial) with more than a century of experience spanning wealth management, real estate and alternative asset management. We believe sustainable investment success starts with a customized and comprehensive family plan, and our multigenerational team can create a legacy wealth management process that can guide families through multiple generations. CUSTOMIZED Whether you are in the wealth building or wealth distribution phase of life, we start each relationship by putting together a customized plan that will form the basis of our work together. This quantified analysis, derived from learning everything we can about your goals, needs, and ambitions, will guide our qualitative advice for your personal recommendations.

Experience

1. Vice President & Family Wealth Advisor

   Baird

   Dec 2010 — Present · Charlotte, NC, US

Education

• The University of North Carolina at Chapel Hill

  B.A., Political Science

Skills

• Asset Allocation
• Mutual Funds
• Risk Management
• Portfolio Management
• Brokerage
• Finance
• Due Diligence
• Hedge Funds
• Financial Services
• Series 7
• Equities
• Investment Management
• Investments
• Investment Strategies
• Alternative Investments
• Private Equity
• Asset Managment
• Retirement Planning
• Financial Analysis
• Strategic Financial Planning
• Venture Capital
• Securities
• Estate Planning
• Real Estate
• Wealth
• Financial Risk
• Pensions
• Financial Modeling
• Wealth Management
• Investment Advisory