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Kathy Lee Parker에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Kathy Lee Parker 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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Investments and Banking

1:02:21
 
공유
 

Manage episode 279715128 series 2832427
Kathy Lee Parker에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Kathy Lee Parker 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Jaime McMillan, J.D. Founder McMillan Advisors Family Offices a Fiduciary Fee-Only Colorado Investment Adviser based in Durango Colorado

As one of the nation’s most experienced advisers (25 years) Jaime helps clients achieve their family’s investment goals with a focus on premier growth companies and diversification. He believes solutions once typically only available to multi-million dollar accounts should be accessible to every client including sustainable, alternative, and environmental social governance investing.

Jaime has founded McMillan Advisors Multi-Family Offices, a company focused on high touch private client engagement to solve challenging investing, tax, estate, and family legacy issues. Jaime works in collaboration with other professionals selected by the firm to accomplish objectives or with the client’s own inside professionals to solve problems and move forward.

He is a graduate of North Carolina State University with a BA Political Science and a Juris Doctorate from Trinity Law School in Santa Ana California.

1. Charles Schwab Private Client

2. U.S Trust Company Regional Manager

linkedin.com/in/jaimemcmillan

  continue reading

44 에피소드

Artwork
icon공유
 
Manage episode 279715128 series 2832427
Kathy Lee Parker에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Kathy Lee Parker 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Jaime McMillan, J.D. Founder McMillan Advisors Family Offices a Fiduciary Fee-Only Colorado Investment Adviser based in Durango Colorado

As one of the nation’s most experienced advisers (25 years) Jaime helps clients achieve their family’s investment goals with a focus on premier growth companies and diversification. He believes solutions once typically only available to multi-million dollar accounts should be accessible to every client including sustainable, alternative, and environmental social governance investing.

Jaime has founded McMillan Advisors Multi-Family Offices, a company focused on high touch private client engagement to solve challenging investing, tax, estate, and family legacy issues. Jaime works in collaboration with other professionals selected by the firm to accomplish objectives or with the client’s own inside professionals to solve problems and move forward.

He is a graduate of North Carolina State University with a BA Political Science and a Juris Doctorate from Trinity Law School in Santa Ana California.

1. Charles Schwab Private Client

2. U.S Trust Company Regional Manager

linkedin.com/in/jaimemcmillan

  continue reading

44 에피소드

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