gmilley
gmilley
| Forum role | Member since | Last activity | Topics created | Replies created |
|---|---|---|---|---|
| Member | Feb 21, 2020 (6 years) |
6 years | 1 | 5 |
- Forum role
- Member
- Member since
Feb 21, 2020 (6 years)
- Last activity
- 6 years
- Topics created
- 1
- Replies created
- 5
Bio
As a Financial Advisor and Financial Advocate, I work on your behalf to help you achieve your wealth-based goals. I am a Retirement Income Certified Professional (RICP®) affiliated with Nationwide Planning Associates and Bank of New York-Mellon. I took my MBA in Finance from the Booth School at the University of Chicago and am a fully qualified General Securities Representative (Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66) and fully licensed to sell life and long-term care insurance in New Jersey, New York, and Pennsylvania.
My husband and I have two teenagers and have lived in Princeton NJ for 16 years where I remain very active in the community and in the school and sports lives of our children. I serve as a volunteer in many community organizations and founded a disaster relief effort for the victims of the 2010 earthquake in Chile, the country in which I was raised. Formerly a competitive triathlete, I completed 3 Ironman Triathlons including Ironman Hawaii. Previously I worked on Wall Street for 17 years in both corporate finance and capital markets servicing portfolio managers of mutual funds and corporate treasurers.
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