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Michael Milbee, CFP®

Michael Milbee, CFP®

Financial Advisor

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Michael graduated from Clemson University with bachelor's degrees in Economics.  He first joined Waddell & Reed in 2008 and transitioned into the Financial Advisor role in January 2016.  In his spare time, Michael is an avid golfer and enjoys spending time with his wife Sarah and children Emma, Olivia, and Charles.

Michael was named to Waddell & Reed’s 2017 President’s Council, one of its highest honors for the firm’s financial advisors. Comprising only 12 of the approximately 1,800 Waddell & Reed financial advisors nationwide, the President’s Council is named annually based on an analysis of investment, insurance, and financial planning sales generated by the advisor.

This is the first time that Michael has earned this honor. As a member of the council, Michael will meet periodically with firm management and other advisors, discussing ongoing goals, management issues, products, and client service issues.

 

Awards are presented annually by the firm and are based on an analysis of investments, insurance and financial planning sales generated by the advisor.

For more information regarding the awards and dates received, please contact the advisor. 

Waddell & Reed is not affiliated with any other entities referenced herein.  07/18