Adam Millman

Adam Millman has a diverse work experience in the financial industry. Adam started their career at USAA, where they held various roles such as Lead Specialized Investment Services and Lead Insurance and Bank Sales Senior. At USAA, they demonstrated expertise in financial markets, conducted coaching sessions, and acquired new accounts. Adam then joined Transamerica as a Financial Advisor, where they built strong relationships with clients, utilized Salesforce effectively, and improved business development processes. Currently, Adam is working at Fisher Investments as a Vice President in both the Private Client Group and Wealthbuilder Group.

Adam Millman received a Bachelor's degree in Business, Management, Marketing, and Related Support Services from Western Governors University in 2020. Adam also obtained certifications including the Series 7, Series 63, and Series 65 from FINRA, with the Series 63 and Series 7 being obtained in November 2016.