David Milkes

David Milkes

Financial Advisor

  • CFA®
  • CPA
FINRA BrokerCheck
1 Beacon St Fl 25,
Boston, MA 02108
617-742-6200 Visit my website

About my practice

My background in investment banking and public accounting at Colchester Partners and Ernst & Young as well as executive management at a small business has cultivated an expertise in creating unique solutions to complex problems.I help my clients to achieve the financial goals they set for themselves by working with them to define their goals and develop a roadmap to success.

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