Millennium Private Wealth Employee Directory

Millennium Private Wealth corporate office is located in 225 Seven Farms Dr Ste 300, Daniel Island, South Carolina, 29492, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Sales

C-Suite

Finance

Operations

Key Employees of Millennium Private Wealth

RR
Robert Rotstan
Managing Director, Owner Senior PIM Portfolio Mana...
PhoneEmail
Lance Paulson
Managing Director, Owner
PhoneEmail
JH
John Hungerfor...
Managing Director, Owner
PhoneEmail
SA
Scott Ahrens
Managing Director, Owner
PhoneEmail
JL
James Leonard
Managing Director
PhoneEmail
William Gidden...
Managing Director and Owner
PhoneEmail

Millennium Private Wealth Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Millennium Private Wealth

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

Contact Name

Contact Info

Job Title

HQ Location

SA
Scott Ahrens
Email Direct
Managing Director, Owner
United States , South Carolina , Daniel Island

BC
Brian Crawford
Email Direct
Managing Director
United States , South Carolina , Daniel Island

Lance Paulson
Email Direct
Managing Director, Owner
United States , South Carolina , Daniel Island

William Giddens
Email Direct
Managing Director and Owner
United States , South Carolina , Daniel Island

PD
Patrick DeHaven
Email Direct
Chief Financial & Administrative Officer (Cfao)
United States , South Carolina , Daniel Island

CH
Courtney Hall
Email Direct
Managing Director, Owner
United States , South Carolina , Daniel Island

KC
Kent Christian
Email Direct
Partner
United States , South Carolina , Daniel Island

AM
April McKinney
Email Direct
Senior Registered Client Associate
United States , South Carolina , Daniel Island

ME
Meredith Earnest
Email Direct
Mortgage Consultant
United States , South Carolina , Daniel Island

HG
Harlie Garcia
Email Direct
Managing Director and Owner
United States , South Carolina , Daniel Island

RR
Robert Rotstan
Email Direct
Managing Director, Owner Senior PIM Portfolio Manager
United States , South Carolina , Daniel Island

JH
John Hungerford
Email Direct
Managing Director, Owner
United States , South Carolina , Daniel Island

AR
Amy Rhodes
Email Direct
Administrative Manager
United States , South Carolina , Daniel Island

MC
Melody Cooper
Email Direct
Senior Client Associate
United States , South Carolina , Daniel Island

VA
Vanessa Amador
Email Direct
Client Associate
United States , South Carolina , Daniel Island

TB
Terry Bebout
Email Direct
Managing Director, Investments & Portfolio Manager, Pim
United States , South Carolina , Daniel Island

TB
Tera Bishop
Email Direct
Registered Client Associate
United States , South Carolina , Daniel Island

HN
Hope Nelson
Email Direct
Client Associate
United States , South Carolina , Daniel Island

SP
Susan Paulson
Email Direct
Senior Client Associate
United States , South Carolina , Daniel Island

KS
Kristen Schaale
Email Direct
Senior Client Associate
United States , South Carolina , Daniel Island

ND
Nicole Dubin
Email Direct
Senior Registered Client Associate
United States , South Carolina , Daniel Island

JH
Jessica Harper
Email Direct
Partner
United States , South Carolina , Daniel Island

BS
Brian Stewart
Email Direct
Managing Director, Owner
United States , South Carolina , Daniel Island

SA
Scott Ahrens
Email Direct
Senior Financial Advisor & Owner
United States , South Carolina , Daniel Island

AM
Alana Mason
Email Direct
Business Development Officer
United States , South Carolina , Daniel Island

123

Former Employees at Millennium Private Wealth

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

Justin Dodds

Senior Financial Advis... at Wells Fargo Advisors

Worked as Senior Financial Advisor & Owner

at Millennium Private Wealth

Direct

Jessica Humphreys

Event Manager at Enterprise Events Grou...

Worked as Client Associate

at Millennium Private Wealth (2021-2022)

Direct

Catherine Meyer

Client Associate at Wells Fargo Advisors F...

Worked as Client Associate

at Millennium Private Wealth (2018-2026)

Direct

Mask Content

Partner at Wells Fargo Advisors F...

Worked as Founding Partner

at Millennium Private Wealth (2016-2026)

Direct

Mask Content

Partner at Wells Fargo Advisors F...

Worked as Vice President, Founding Partner

at Millennium Private Wealth (2017-2026)

Direct

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Frequently Asked Questions Regarding Millennium Private Wealth Employees

How many employees does Millennium Private Wealth have?

Millennium Private Wealth has 11-50 employees

Who are Millennium Private Wealth key employees?

Some of Millennium Private Wealth key employees are Robert Rotstan, Lance Paulson, John Hungerford, Scott Ahrens, James Leonard

Where is Millennium Private Wealth located?

Millennium Private Wealth’s headquarters are located at 225 Seven Farms Dr Ste 300, Daniel Island, South Carolina, 29492, United States

How do I contact Millennium Private Wealth?

Millennium Private Wealth Contact Info: Phone number: (843) 471-2630 Website: www.millenniumpw.com

What does Millennium Private Wealth do?

Millennium Private Wealth specializes in comprehensive investment planning, focusing on building long-term relationships with clients to help them achieve their financial goals. Their team, with over 200 years of combined expertise, emphasizes a holistic approach to financial strategies beyond mere investment. The firm operates multiple offices acr... Read More

Is Millennium Private Wealth a public company?

Millennium Private Wealth is private company therefore does not currently have an official ticker symbol

See more information about Millennium Private Wealth Employees