Mills will assist Thaler and the firm's clients by adding additional depth to Equity Concepts' financial planning process, allowing for even more comprehensive services. Mills has more than 15 years of experience in the financial services industry. In his new position, he will act as clients' personal chief financial officer, guiding them through the complexities of building wealth.
"We're extremely excited about the level of professionalism and innovation Mike will bring to the Equity Concepts team," said Andrew Walker, managing director and chief investment officer of the firm. "His expertise will help us serve our clients better than ever."
Mills served in the United States Marine Corps and is a graduate of Virginia Polytechnic Institute and State University in Blacksburg, VA. Previously, he was a Senior Vice President at Pioneer Investments and a Senior Advisor Consultant at Franklin Templeton Investments.
"I've worked with thousands of advisors across the country over the course of my career," said Mills. "Over time, you learn how to determine what makes a successful firm. The Equity Concepts team works together with a higher purpose in mind. They truly help make clients into the best stewards possible."
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About Equity Concepts: Equity Concepts was founded in 1991 as a financial services firm focused on exceptional service and institutional investment access. This strategic focus allows Equity Concepts' clients to gain the most from a relationship with the firm. Equity Concepts provides comprehensive investment and financial services to individuals, families, businesses and institutions. To learn more about Equity Concepts, please visit www.equity-concepts.com.
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/ Dealer, Member FINRA/ SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Equity Concepts LLC and are not affiliated.
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