David G. Millet

Vice President & Chief Investment Officer

David G. Millet, a financial advisor and investment advisor representative, has worked at 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 financial success in these complex times requires knowledge of everything from tax law, retirement income distribution strategies, and creative thinking to protect the ones you love and avoid needless estate shrinkage. David is dedicated to helping his clients identify their goals, analyze 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 FINRA Series 7 and 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 bachelor’s degree in communications from Ohio University, with a minor emphasis in business administration. His honors include Rookie of the Year and Pension Sales Leader, and he was 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. He currently serves as treasurer for the Montefiore Foundation Board of Trustees. Born and raised in Cleveland, Ohio, David, his wife, Kelly, and children, Jacob and Talia, reside in Solon. He enjoys jogging, skiing, music and travel. David can be reached at dmillet@thewestermangroup.com or by calling 330.467.3111 ext. 14.