A wealth manager with over $270 million in assets under management, 25 years experience, and clients in 40+ states, Sacha Millstone is dedicated to helping a select group of clients attain their financial goals. As Senior Vice President with the Millstone Evans Group of Raymond James & Associates, she focuses on retirement, distribution, and estate planning, investment management, and working with recipients of inherited wealth.\r\nPrior to joining Raymond James & Associates in 1994, Sacha was a Vice President at Ferris, Baker Watts, Incorporated and Smith Barney. \r\nSacha has offices in Boulder and Denver, Colorado and Washington, D.C. She is on the Raymond James Women’s Advisory Council. She is a member of the Raymond James Chairman’s Council and the newly launched Speaker’s Bureau. \r\nA dedicated volunteer leader, she spearheaded the creation of a mentoring and scholarship program for at-risk Hispanic high school girls through the Boulder Rotary Club. She is on the Boards of the Boulder Museum of Contemporary Art, 3rd Law Dance Company and the Colorado Music Festival Endowment. She is on the Advisory Boards of the Colorado Shakespeare Festival, and the American Music Research Center of the University of Colorado.
Like what you see? Make sure you're getting it all
Tax Pro Today is the leading information resource for tax preparers and tax professionals – serving the community of practitioners who provide tax preparation, planning and consulting services to individuals and small businesses.