Howard L. McMillan, III, AIF®
Senior Financial Advisor
First Vice President - Investments
Howard L. McMillan, III is Senior Financial Advisor, First Vice President-Investments with Wells Fargo Advisors in the Greater Washington DC area with offices in McLean, Virginia. Howard and his team provide customized asset allocation and portfolio review advice to select families, organizations, and institutions. He was named a Premier Advisor in 2015, a designation held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production, completion of educational components and professionalism.
Before joining Wells Fargo Advisors in 2008, Howard spent eight years at UBS in Washington DC as a Vice President in the Wealth Management and Corporate Institutional Services Group where he was one of a select group of Financial Advisors in the country approved to work with corporate accounts over $50 million in assets. Before UBS, Howard spent nine years at a regional bank in Washington DC where he was Vice President and Director of Sales and Trading. He began his investment career at Morgan Keegan and Company as an intern in 1989 and also worked on Capitol Hill for a Senator in 1988.
Having worked in the financial advisory business for over 25 years and having been raised by a successful family of executives and entrepreneurs, Howard is qualified and extensively experienced to work with institutions, entrepreneurs and business owners. Howard’s father was a very successful banker for over 40 years, serving as President of a regional bank, President of the American Bankers Association, and a member of the Board of the Federal Reserve Bank of Atlanta. His mother and her family bought, ran, and sold a number of hotels, radio stations, television stations, cemeteries and burial related companies in the southeast.
Howard has obtained the Accredited Investment Fiduciary (AIF)® designation which distinguishes him in his ability to implement prudent investment processes, policies and procedures for institutional and individual investors. Howard is also a member of the Wells Fargo Advisors Retirement Plan Advisor Program, a program for a select group of Financial Advisors qualified and approved to work with significant Corporate Retirement Plans.
Howard McMillan has also been recognized by the largest and most widely published award program in the industry. His selection is the result of a rigorous research process that included a regulatory and consumer complaint review, and an evaluation of objective criteria associated with those who provide quality services to their clients. Howard has won the Five Star Wealth Manager Award in 2016, 2017 and 2018 in the Washington DC area.
He currently serves on the board of DC Scores, a non-profit organization working with 47 inner-city schools in Washington DC and also serves on the Investment Committee for The Human Resources Certification Institute. He received his Bachelor of Business Administration degree from Millsaps College and is also a past Secretary and Treasurer for the Washington Association of Money Managers. Howard is active in his community and local church, serving as Chairman of The Deacons and Chairman of the Finance Ministry Team. He lives in northern Virginia with his wife and two children.