David Millet Email & Phone Number
Regional Director, Investment Advisor Representative @ Galvin, Gaustad,& Stein llc.
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
David Millet Location
- Northfield, OH, US
David Millet Work
- 2026 -now Regional Director, Investment Advisor Representative @
- 2005 -2026 Vice President and Chief Investment Officer| Financial Advisor | Investment Advisor Representative @ The Westerman Group, LLC
- 1998 -2005 Financial Planner | Investment Advisor Representative @
- 1996 -1996 Law Clerk @ Burton & Donaldson
David Millet Education
- Cleveland State University - Cleveland-Marshall College of Law
JD (estate and income tax/planning)
1995-1998 - Ohio University
BS (Communications, Business, Psychology)
1990-1994 - Orange High School 1986-1990
David Millet Skills
- Investments
- Strategic Financial Planning
- Estate Planning
- Portfolio Management
- Retirement
- Financial Advisory
- Insurance
- Investment Advisory
- Life Insurance
- Mutual Funds
- Insurance Captives
- Guaranteed Lifetime Income
- 401k
- Fixed Annuities
- Private Placement Life Insurance (PPLI)
- IRAs
- Financial Services
- Securities
- Analysis
- Retirement Planning
- Series 7
- Management
- Investment Management
- Finance
- Asset Management
- Money Management
- Asset Managment
- Strategy
- Series 63
- High Net Worth Individuals
- Financial Planners
- Long Term Care Insurance
- Wealth Management Services
- Project Planning
- Small Business
- Wealth Management
- Asset Allocation
- Investment Strategies
- Series 6
- Variable Annuities
- Wealth
- Retirement Plan Consulting
- Planning
- Wealth Preservation
- Pension analysis
- FINRA
- Financial Planning
- Social Security Maximization
- Retirement Income Optimization
- Private Placement Life Insurance Ppli
- Private Placement Life Insurance
David Millet Summary
- David Millet, based in Northfield, OH, US, is currently a Regional Director, Investment Advisor Representative at Galvin, Gaustad,& Stein llc.. David Millet brings experience from previous roles at The Westerman Group, LLC, Lincoln Financial Advisors - Cleveland Financial Group and Burton & Donaldson. David Millet holds a 1995 - 1998 JD in estate and income tax/planning @ Cleveland State University - Cleveland-Marshall College of Law. With a robust skill set that includes Investments, Strategic Financial Planning, Estate Planning, Portfolio Management, Retirement and more. David Millet has 2 emails and 3 mobile phone numbers on RocketReach.
Looking for a different David Millet?
Find contact details for 700 million professionals.
Others Named David Millet
David Millet
CEO
Sitges, CT, ES
David Millet
Directeur associé
Paris, FR
David Millet
Senior Legal Counsel
Renens, VD, CH
David Millet
Director, HRBP
Herriman, UT, US
David Millet
Technical Project Manager
Vélizy-Villacoublay, FR
David Millet
Co-Founder
Newport Beach, CA, US
Top Galvin, Gaustad,& Stein llc. Employees
David Millet
Regional Director, Investment Advisor Representative
Northfield, OH, US
Mike Bernstein
Director of Research
Phoenix, AZ, US
Stephen Gaustad
Owner and Managing Member
Phoenix, AZ, US
Bob Krenn
Chief Investment Officer
Scottsdale, AZ, US
Eric Stein
Client Service and Investment Advisor Representative
Scottsdale, AZ, US
Stephen Galvin
Managing Member
Scottsdale, AZ, US
William Yurkovich
Director of Portfolio Management
Phoenix, AZ, US
Ethan Everett
Investment Analyst
New York, NY, US
Hunter Davis
Financial Advisor
Scottsdale, AZ, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co