Milestone Wealth Management Employee Directory

Milestone Wealth Management corporate office is located in 2815 S Church St, Burlington, North Carolina, 27215, United States and has 11-50 employees.

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Milestone Wealth Management Global Presence

Location	People at location
North America	1-10

Key Employees of Milestone Wealth Management

LD
Lexie Dees
Office Manager
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Index of contact profiles from Milestone Wealth Management

Hundreds of professionals searching for Milestone Wealth Management have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

LD
Lexie Dees
Email Direct
Office Manager
United States , North Carolina , Burlington

EC
Erin Cockman
Email Direct
Founder & Certified Financial Planner
United States , North Carolina , Burlington

RC
Robert Cockman
Email Direct
Financial Advisor
United States , North Carolina , Burlington

CH
Cole Hudson
Email Direct
Branch Associate
United States , North Carolina , Burlington

Former Employees at Milestone Wealth Management

Explore people who held key positions, contributed to Milestone Wealth Management's success, and advanced their careers.

ZM
Zillion Moe
Financial Analyst at Absolute Dental Servic...
Worked as Financial Planning Intern
at Milestone Wealth Management (2022-2022)
Email Direct
SR
Shields Riggs
AI Trainer - Fellowshi... at Handshake
Worked as Financial Planning and Analysis Intern
at Milestone Wealth Management (2022-2022)
Email Direct
RM
Robert McMullan
Client Relationship As... at Vanguard
Worked as Intern
at Milestone Wealth Management (2024-2024)
Email Direct

Explore More

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Frequently Asked Questions Regarding Milestone Wealth Management Employees

How many employees does Milestone Wealth Management have?

Milestone Wealth Management has 11-50 employees

Who are Milestone Wealth Management key employees?

Some of Milestone Wealth Management key employees are Lexie Dees

Where is Milestone Wealth Management located?

Milestone Wealth Management’s headquarters are located at 2815 S Church St, Burlington, North Carolina, 27215, United States

How do I contact Milestone Wealth Management?

Milestone Wealth Management Contact Info: Phone number: (336) 360-6060 Website: www.milestone-wm.com

What does Milestone Wealth Management do?

Milestone Wealth Management is a growing independent wealth management firm working with clients, families and business owners throughout the Burlington, NC area and across the country. We are a female owned firm with over 25 years of experience in the wealth management industry. We offer various services such as: risk management, investment manage... Read More

Is Milestone Wealth Management a public company?

Milestone Wealth Management is private company therefore does not currently have an official ticker symbol

See more information about Milestone Wealth Management Employees