Brian Mills
Retirement Planning Specialist at Equitable Advisors
Based in New York, United States
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Seniority
Staff
Department
Finance & Accounting
Location
New York
Industry
Financial Services
Company size
4.3K
Contact information
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b•••••••@equitable.com
Phone
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Background
About Brian Mills
My goals are synonymous with my client’s goals. I pride myself on being client focused, so as to understand all facets of a client’s financial life; understanding their goals and their dreams first before providing any specific recommendations. Through this process the client realizes that the financial strategies recommended are not “cookie cutter”, but rather tailored to their unique financial situation. Recently myself, along with two other colleagues, have formed our firm within Equitable Advisors which has enabled us to now offer our clients full comprehensive financial strategies, in addition to enhancing our clients overall service experience.
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