David Millet Email & Phone Number
Regional Director, Investment Advisor Representative @ Galvin, Gaustad,& Stein llc.
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David Millet Location
- Northfield, OH, US
David Millet Work
- Regional Director, Investment Advisor Representative @ (April 2026 - Present)
David Millet Education
-
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 holds a 1995 - 1998 JD in estate and income tax/planning. 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.
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Top Galvin, Gaustad,& Stein llc. Employees
David Millet
Regional Director, Investment Advisor Representative
Northfield, OH, US
Mike Bernstein
Director of Research
Phoenix, AZ, US
Tara Fredericks
Client Service Associate and Cleveland Office Manager
Northfield, OH, 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
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