Robert Milligan Jr. Cfp®

Founding Partner at Concurrent

Robert Milligan Jr. CFP®, CIMA® is an experienced financial professional currently serving as Managing Partner at 1792 Wealth Advisors and Founding Partner at Concurrent Advisors since August 2017. With a decade of experience at Morgan Stanley Wealth Management as Senior Vice President and Branch Manager, and prior roles at Wachovia Wealth Management and Merrill Lynch, Milligan has established a strong background in wealth management, investment oversight, and business development. Education was completed at Hofstra University from 1988 to 1991.

Location

Morristown, United States

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Concurrent

Concurrent is a hands-on, consultative partner that empowers advisors with the independence, control, and flexibility they need to better care for their clients. We provide the foundation to launch an independent business, ongoing scale, resources to allow advisors to focus on the best use of their time with clients, and a community of like-minded advisors. We are currently one of the largest and fastest-growing registered investment advisors (RIA) in the country. For more information, visit www.poweredbyconcurrent.com.


Employees

51-200

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