Focus
For 25+ years, Mill has been the personal CFO for business owners and families. He helps build, manage, preserve and transfer wealth.
Background and experience
When he speaks of wealth, he’s referring to comprehensive wealth. And comprehensive wealth is much more than just investments. He can give you access to lending and banking services through Wells Fargo affiliates. Mill addresses risk management with insurance and other asset protection strategies and helps his:
- Estate plans should be reviewed by an Attorney who specializes in estate planning and is licensed to practice law in your state.
- clients leave their legacies through our Trust, Estate* and Fiduciary Services.
- Mill attended NYU as an economics major. He began his career at Paine Webber (89-91) Oppenheimer & Co. (91-00), then joined Prudential Securities, predecessor firm of Wells Fargo Advisors (2000-to present).
Mill is proud that he is a native New Yorker. He was born, raised and currently resides in his beloved borough of Queens, NY. Mill is an avid sports fan of the NY Yankees, Giants, Knicks and Rangers. He is the honored husband of Renee and the proud father of Miles and Brooke.
Away from the office
Mill attends Christian Cultural Center in Brooklyn, NY. He is also a member of New Canaan Society-Manhattan. He loves art and music, works out and rides his bicycle daily, rain or shine.
Mill has committed much of his personal life to the development of young people. He volunteers with Young Life, where he mentors young men who attend Harlem Village Academy. Mill is a board member of the Spence School. Mill is a co- founder of the CCC Educational Forum, which helps students’ attend the best schools in the U.S.
