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Wilde Wealth Administration Group monetary companies agency lately introduced Chris Millar has joined the agency as a monetary advisor.
Millar will assist purchasers put together for essential monetary occasions of their lives comparable to retirement, strategic funding planning and caring for future generations. He’ll work from the agency’s Scottsdale headquarter workplace at 7025 N. Scottsdale Highway, in keeping with a press launch.
Whereas new to the Wilde Scottsdale workplace, Millar is a well-known face to the group. He labored for the previous 12 months in a management function with a former affiliate of the agency, and brings almost a decade of expertise, together with because the proprietor of Millar Monetary, and as a monetary advisor for Edward Jones.
“Throughout my time affiliated with Trevor Wilde and his group, each my purchasers and I’ve been blown away by the direct entry to their skilled group of licensed public accountants, licensed monetary planners, and insurance coverage specialists, in addition to the professionalism and camaraderie of the monetary companies group and help employees,” said Millar. “Now that I’m right here within the headquarter workplace and a member of Wilde itself, I feel the sky is the restrict for what we are able to do collectively.”
Millar holds Collection 7 and 66 securities registrations, in addition to the Arizona Life and Well being Insurance coverage Producers License. He earned his bachelor’s diploma from the College of Arizona’s Eller Faculty of Administration and planted his roots within the Scottsdale group after commencement. Miller resides in north Scottsdale together with his fiancé, Audrey, the discharge mentioned.
“The transfer to increase our headquarter workplace previously 18 months, regardless of the pandemic, was as a result of we believed that if we constructed it, they – the highest monetary and wealth administration minds within the Southwest – would come,” mentioned Wilde Wealth Administration Group’s founder/CEO Trevor Wilde in a ready assertion. “Chris is forward-thinking, communicative, and personally invested in doing what’s greatest and proper for his purchasers, a mix of traits we covet at our agency. We’re fortunate, thrilled, and humbled he selected to align with us.”
Wilde Wealth Administration Group monetary companies gives retirement, funding, actual property, insurance coverage, authorized and tax planning companies, famous the discharge.
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