About David Millet
David G. Millet, a financial advisor and investment advisor representative, has been helping his clients attain their preferred financial future since 1998. His diverse knowledge and experience in estate, wealth, retirement and financial planning, and his background in law enable him to evaluate each client’s unique situation objectively and analytically, enabling them to make well-informed decisions.
David holds FINRA Series 7 and 63 registrations, life, health and variable annuity licenses, and is a licensed Attorney-At-Law in the State of Ohio. He has a Juris Doctorate from Cleveland Marshall College of Law with an estate and tax concentration, and a bachelor’s degree in communications from Ohio University, with a minor emphasis in business administration. His honors include Rookie of the Year and Pension Sales Leader, and he was recognized in the “Top 150″ for a national planning firm.
