David G. Millet

David

Vice President
& Chief Investment Officer

David G. Millet, a financial advisor and investment advisor representative, has been helping his clients attain their preferred financial future since 1998. His diverse knowledge and experience in estate, wealth, retirement and financial planning, and his background in law enable him to evaluate each client’s unique situation objectively and analytically, enabling them to make well informed decisions.

With a focus on service, David works closely with his clients and their other advisors to ensure that every available financial strategy and opportunity is evaluated. Planning for your future financial success in these complex times requires a broad knowledge of everything from tax laws and retirement income distribution strategies to the best way to avoid needless estate shrinkage and protect your loved ones. David is dedicated to helping you identify your goals, analyze your current financial programs, develop a financial plan based on sound advice and knowledge, and implement that plan with updates on a regular basis.

David holds National Association of Securities Dealers Series 7, 63 registrations, life, health and variable annuity licenses, and is a licensed Attorney-At-Law in the State of Ohio. He has a Juris Doctorate from Cleveland Marshall College of Law with an Estate and Tax concentration, and a B.S. in Communications from Ohio University, with a minor emphasis in Business Administration. His honors include Rookie of the Year, Pension Sales Leader, and recognized in the “Top 150″ for a national planning firm.

David serves on numerous boards for local organizations, and is active in community and charitable activities including the Jewish Community Federation’s Young Leadership Division. Born and raised in Cleveland, Ohio, David, his wife Kelly and children Jacob and Talia reside in Solon. He enjoys jogging, golf, skiing, music and travel. David can be reached atdmillet@thewestermangroup.com or by calling 330.467.3111 ext. 14.

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