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.
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