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Dave Milgrim |
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515 E Las Olas Blvd Ste 900 Fort Lauderdale, FL 33301 |
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The road to get to where you want to be financially starts with a solid investment plan. The choices are many. As a First Vice President / Wealth Management, I am dedicated to helping my clients start on that path and stay on course toward meeting their daily needs and future objectives.
With over 27 years of industry experience and as an Accredited Wealth Management Advisorsm, I understand the strength that building a solid, long-lasting relationship can have toward my clients reaching their goals. It starts with getting to know the client, their families, the short-term needs and long-range objectives. My clients are the driving force of the professional relationship. I work on an inter-active basis with them with communication as the keystone.
The investment strategies employed in the creation of a comprehensive plan involve a team of highly skilled professionals in respective disciplines. I enlist the support of Janney’s Wealth Management team, comprised of estate and tax attorneys, CERTIFIED FINANCIAL PLANNERSTM (CFP®), Certified Public Accountants (CPA) and other professionals, to provide my clients with seamless service. They possess extensive experience in working with clients and their other financial and legal advisers to help design and implement the most complete plan toward meeting their unique personal and professional financial goals. Each of my clients can expect this level of support from this experienced investment team.
I also have access to Janney’s research professionals whose insight that allows our Wealth Management and financial planning teams to remain on top of current market and economic trends. Since ongoing monitoring is a core component of our financial planning process, this information is crucial to potentially reducing your impact from volatile markets while ensuring that your investments can take advantage of opportunities in both good and bad times.
As you go through my site, you will learn more about me and my support team. There is also a number of links you can visit which contain both educational information and the latest commentary regarding industry news and trends.
With over 27 years of industry experience and as an Accredited Wealth Management Advisorsm, I understand the strength that building a solid, long-lasting relationship can have toward my clients reaching their goals. It starts with getting to know the client, their families, the short-term needs and long-range objectives. My clients are the driving force of the professional relationship. I work on an inter-active basis with them with communication as the keystone.
The investment strategies employed in the creation of a comprehensive plan involve a team of highly skilled professionals in respective disciplines. I enlist the support of Janney’s Wealth Management team, comprised of estate and tax attorneys, CERTIFIED FINANCIAL PLANNERSTM (CFP®), Certified Public Accountants (CPA) and other professionals, to provide my clients with seamless service. They possess extensive experience in working with clients and their other financial and legal advisers to help design and implement the most complete plan toward meeting their unique personal and professional financial goals. Each of my clients can expect this level of support from this experienced investment team.
I also have access to Janney’s research professionals whose insight that allows our Wealth Management and financial planning teams to remain on top of current market and economic trends. Since ongoing monitoring is a core component of our financial planning process, this information is crucial to potentially reducing your impact from volatile markets while ensuring that your investments can take advantage of opportunities in both good and bad times.
As you go through my site, you will learn more about me and my support team. There is also a number of links you can visit which contain both educational information and the latest commentary regarding industry news and trends.
Licensed in the following state(s): AL, AZ, CO, CT, DC, FL, GA, IL, IN, KS, MA, MD, MI, NC, NJ, NV, NY, OH, PA, RI, TN, TX, UT, VA, WA
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