Milana Adams

Experienced and driven Financial Advisor with over five years of experience providing clients with optimal assistance with retirement planning, estate planning, investment advice, tax strategies, and overall support managing their finances.

Financial Advidor foretagslan-finance Increased client satisfaction rating by 8% in my first year.
Presented financial planning seminars to existing and prospective clients.
Discovered undervalued investments and identified long term sustainable growth.
Provided high quality investment guidance to clients based on their needs, goals, and lifestyle.
Contributed to a productive and happy work environment, dedicated to the satisfaction of the client.

MBA Columbia University