Millennium Private Wealth of Greenville

Millennium Private Wealth of Greenville is a bank in Greenville, SC. The firm provides investment planning and financial strategies, retirement planning, succession planning for businesses, insurance analysis, and long-term estate planning and wealth management. It also offers access to lending and banking services through Wells Fargo affiliates and assistance with non-salary compensation options for business executives. The Greenville team includes Managing Directors and Owners Curt Hall, a Certified Private Wealth Advisor; Jonathan Hungerford; John Ross, a CERTIFIED FINANCIAL PLANNER professional; and Ike Poplin, along with Terry Bebout, Managing Director of Investments and Senior PIM Portfolio Manager, and client associates April McKinney, Vanessa Amador, and Tera Bishop.

The firm builds long-term client relationships and develops comprehensive strategies aimed at helping clients identify and realize their financial goals. Its advisors work alongside any professionals with whom clients already have relationships, and the practice covers investment planning and financial strategies for special family circumstances. Millennium Private Wealth opened its doors on Daniel Island, SC, with Founding Partners Jeff Burton, Steve Meyer, Bill Rouse, and Jessica Harper. The Greenville office opened with the hiring of Curt Hall. The firm later acquired Lionstone Wealth Management, opened a Savannah, Georgia office, and acquired Beth Wright Woodside & Company, the first female-owned registered investment adviser practice in SC. It subsequently added the former Merrill and Bank of America Hungerford-Ross team to the Greenville location and moved into the Innovate Building.

The Greenville office is at 148 River St, Suite 120, on River Street near Falls Park Drive. It is a short walk from the Reedy River and the Vélocité public artwork, and close to TD Stage. South Academy Street is about a tenth of a mile away.

The Greenville office brings together advisors with decades of combined experience in financial strategies and investment management, supported by a team structured to carry a wealth management plan from retirement review through estate planning. For clients in Greenville and the surrounding Upstate, that combination of local advisors and a multi-office practice is the core of what the firm offers.

Services:

• Acquisition of RIA Practices
• Client Relationship Building
• Comprehensive Financial Strategies
• Investment Planning
• Long-Term Financial Goal Realization
• Private Wealth Management