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Gary Mills

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Gary Mills

Senior Vice President - Investment Officer | Dr. Joachim Feltes

Walnut Creek, California, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Gary Mills

Work Experience

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Senior Vice President - Investment Officer at

Wells Fargo Advisors

January 2009 - Present

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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

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Certified Financial Planner , Vice President Investments at

Dr. Joachim Feltes

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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

mail

**********@ubs.com

**********@wellsfargoadvisors.com

**********@wfadvisors.com

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