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Gary Mills
Gary Mills
Senior Vice President - Investment Officer | Dr. Joachim Feltes
Walnut Creek, California, United States
Gary Mills
Summary
Gary Mills is a seasoned financial advisor and CERTIFIED FINANCIAL PLANNER™ professional with over 30 years of experience in the financial services industry. Currently serving as the Senior Vice President and Investment Officer at The Olin Financial Group of Wells Fargo Advisors, he possesses a deep understanding of estate investment planning and retirement income strategies. His approach emphasizes personalized service, ensuring that he listens and understands each client's unique circumstances. Gary has a strong educational background from the University of California, Berkeley, and has held significant roles at Merrill Lynch and UBS. Outside of his professional life, he enjoys outdoor activities with his family in the San Ramon Valley. Gary's expertise in wealth management and portfolio construction makes him a trusted partner for clients navigating complex financial landscapes.
Gary Mills
Work Experience
Senior Vice President - Investment Officer at
Wells Fargo Advisors
January 2009 - Present
First Vice President - Investment Officer ,Certified Financial Planner at
Wells Fargo Advisors
January 1970 - Present
Certified Financial Planner , Assistant Vice President Investments at
Merrill Lynch
Certified Financial Planner , Vice President Investments at
Dr. Joachim Feltes
Gary Mills
Education
Cal State East Bay - College Of Business & Economics, Bachelors
January 1970 - January 1970
University of California, Berkeley
January 1970 - January 1970
University of California, Berkeley
January 1970 - January 1970
Frequently Asked Questions about Gary Mills
What is Gary Mills email address?
Gary Mills's primary email address is **********@ubs.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Gary Mills work for?
Gary Mills is a Senior Vice President - Investment Officer at Dr. Joachim Feltes.
Where Gary Mills graduated from?
Gary Mills holds a degree in Bachelor Of Science from Cal State East Bay - College Of Business & Economics.
How can I directly contact Gary Mills?
To contact Gary Mills directly, you can use the email address **********@ubs.com. Complete contact information is available upon registration with Muraena.
Who is Gary Mills?
Gary Mills is a seasoned financial advisor and CERTIFIED FINANCIAL PLANNER™ professional with over 30 years of experience in the financial services industry. Currently serving as the Senior Vice President and Investment Officer at The Olin Financial Group of Wells Fargo Advisors, he possesses a deep understanding of estate investment planning and retirement income strategies. His approach emphasizes personalized service, ensuring that he listens and understands each client's unique circumstances. Gary has a strong educational background from the University of California, Berkeley, and has held significant roles at Merrill Lynch and UBS. Outside of his professional life, he enjoys outdoor activities with his family in the San Ramon Valley. Gary's expertise in wealth management and portfolio construction makes him a trusted partner for clients navigating complex financial landscapes.
Gary`s contact details
**********@ubs.com
**********@wellsfargoadvisors.com
**********@wfadvisors.com
Colleagues
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