Killi Millin

Partner -

Partner, Kelli started her career in financial planning in 2014 and joined Equitable in 2016. Kelli is a graduate of Edinboro University, where she earned her Bachelor’s Degree in Finance and Accounting. She is a Financial Consultant with Equitable Advisors holding both Series 7 and Series 66 Securities Registrations, as well as the Chartered Financial Consultant (ChFC®) and Certified Retirement Education Specialist (CRES) designations. Her areas of focus include retirement and insurance planning strategies, goal-based wealth management, helping individuals, families, and businesses implement these strategies in pursuit of their short and long term objectives. In her spare time, she enjoys spending time with her husband, animals, golfing, and boating.

Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

PRESTIGE Wealth Strategies is not owned or operated by Equitable Advisors, LLC or its affiliates.