Robert McMillan Email & Phone Number
Vice President and Family Wealth Advisor @ Baird
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Robert McMillan Location
- Charlotte, NC, US
Robert McMillan Work
- Vice President and Family Wealth Advisor @ (December 2010 - Present)
- Owner @ (December 2006 - December 2010)
- Director of Retail Leasing @ Cambridge Partners, LLC (January 2000 - January 2006)
- Manager of Strategic Partners @ Source Technologoes, Inc. (January 1993 - September 2000)
- Search Consultant @ (January 1992 - January 1993)
- Assistant Director of Admissions @ (January 1989 - January 1992)
Robert McMillan Education
- The University of North Carolina at Chapel Hill
B.A. (Political Science)
1984-1988 - The University of Manchester 1986-1987
- Woodberry Forest School 1980-1984
- Charlotte Country Day School
Robert McMillan Skills
- Alternative Investments
- Estate Planning
- Pensions
- Retirement Planning
- Sales
- Brokerage
- Portfolio Management
- Financial Modeling
- Financial Risk
- Investments
- Finance
- Asset Allocation
- Investment Advisory
- Strategic Planning
- Financial Services
- Asset Managment
- Wealth Management
- Equities
- Mutual Funds
- Strategic Financial Planning
- Investment Strategies
- Real Estate
- Risk Management
- Marketing
- Financial Analysis
- Wealth
- Private Equity
- Project Management
- Due Diligence
- Research
- Venture Capital
- Series 7
- Securities
- Hedge Funds
- Investment Management
- Social Media
- Customer Service
Robert McMillan Summary
- Robert McMillan, based in Charlotte, NC, US, is currently a Vice President and Family Wealth Advisor at Baird. Robert McMillan brings experience from previous roles at Sageworth Properties, LLC, Cambridge Partners, LLC, Source Technologoes, Inc. and Anderson & Associates, Inc.. Robert McMillan holds a 1984 - 1988 B.A. in Political Science @ The University of North Carolina at Chapel Hill. With a robust skill set that includes Alternative Investments, Estate Planning, Pensions, Retirement Planning, Sales and more. Robert McMillan has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Robert McMillan?
Find contact details for 700 million professionals.
Others Named Robert McMillan
Robert McMillan
Vice President and Family Wealth Advisor
Charlotte, NC, US
Robert McMillan
Co-Founder and Lead Designer and Art Advisor
San Francisco, CA, US
Robert McMillan
Founder
Chicago, IL, US
Robert McMillan
President
Mississauga, ON, CA
Robert McMillan
Principal and VP of Operations
Texas, United States
Robert McMillan
General Surgeon
Los Angeles, CA, US
Robert McMillan
Chief Executive Officer
Atlanta, GA, US
Robert McMillan
Chief Financial Officer
Noblesville, IN, US
Top Baird Employees
Jon Dekker
Managing Director
Milwaukee, WI, US
Peter Kies
Managing Director
Milwaukee, WI, US
Joe Vruwink
Managing Director
Milwaukee, WI, US
Scott Falk
Chief Operating Officer and Managing Director
Milwaukee, WI, US
Erik Dahlberg
President, Private Wealth Management
Milwaukee, WI, US
Tami Pit
Managing Director, Senior HR Business Partner
Milwaukee, WI, US
Andrew Wittmann
Managing Director and Senior Research Analyst
Milwaukee, WI, US
Heidi Schneider
Managing Director
Milwaukee, WI, US
Stephen Hoch
Managing Director
Milwaukee, WI, US
Sharon Deguzman
Managing Director and Senior Portfolio Manager
Milwaukee, WI, US
Katie Podmokly
Managing Director, Strategic Initiatives | Baird Advisors
Milwaukee, WI, US
Jonathan Fitzsimmons
Managing Director, Investment Banking
Milwaukee, WI, US
Alexander Schneble
Managing Director - Director of PWM Compliance
Milwaukee, WI, US
Ross Williams
Chief Operating Officer, Global Investment Banking
Milwaukee, WI, US
Angela Taylor
Managing Director, Director of Corporate Communications
Milwaukee, WI, US
Laura Callahan
Managing Director, Chief Talent Officer - PWM
Milwaukee, WI, US
Jennifer Grayson
Chief Operating Officer of Institutional Equities
Milwaukee, WI, US
Chris Calvelli
Managing Director - Investments
Milwaukee, WI, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co