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Gartrell Milam

Financial Advisor / Consultant / Personal CIO And CFO at Raymond James Financial

Gartrell Milam is an experienced financial professional with a career spanning over two decades. Currently serving as a Financial Advisor, Consultant, Personal CIO, and CFO at Raymond James since December 2017, Gartrell Milam specializes in investment and financial advisory services, working within the regulatory framework of client jurisdictions. Prior to this role, Gartrell Milam was a Wealth Advisor at UBS from March 2006 to December 2017, focusing on portfolio management and financial planning. Earlier experience includes serving as a Latin American Sales Representative at Crowley from February 2002 to February 2006, where Spanish fluency facilitated the development of relationships in Central America. Educational credentials include a degree in Business, Spanish, and International Business from the University of Georgia - Terry College of Business and a history of academic excellence at Episcopal High School of Jacksonville. Additional training in leadership was gained at the National Outdoor Leadership School.

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