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Investments and Banking
Manage episode 279715128 series 2832427
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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
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