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Howard L. McMillan, III, AIF
Private Wealth Financial Advisor
Senior VP - Investments
Howard L. McMillan, III is Managing Director, Investments and a Private Wealth Financial Advisor with Wells Fargo Advisors in the Greater Washington DC area with offices in McLean, Virginia.
Howard and his team focus on helping a select group of high-net-worth families and institutions preserve and grow their wealth through a holistic, planning-driven process focused on cash flow, risk management and portfolio optimization. He is supported by a group of highly experienced specialists and offers securities brokerage, investment management and planning, access to estate planning services, and insurance solutions available through the firm's affiliates.*
He is part of the firm's Platinum Council Advisors Program for 2023, 2022, 2021, 2020, 2019, and 2015 a distinction* that reflects Howard's achievement of professional success by meeting or exceeding Wells Fargo Advisors' highest standards as measured by one or more of the firm's criteria for revenue generation, educational attainment and client-service best practices.
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. Before UBS, Howard spent nine years at a regional bank in Washington DC where he was Vice President and Director of Sales and Trading.
Having served in the financial advisory business for over 25 years and coming from a successful family of executives and entrepreneurs in the banking, broadcasting, and burial industries, Howard is uniquely qualified and extensively experienced to work with institutions, entrepreneurs and business owners.
Howard has obtained the Accredited Investment Fiduciary (AIF)® designation, and is a past Secretary and Treasurer for the Washington Association of Money Managers. He has also served on several non-profit boards and continues to be active in his community. He lives in Northern Virginia with his wife and two children.
The Platinum Council (previously known as Premier Advisors) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on past year, and professionalism. Additional criteria, best practice and team structure, may also be used to determine recipients.
* Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
Howard and his team focus on helping a select group of high-net-worth families and institutions preserve and grow their wealth through a holistic, planning-driven process focused on cash flow, risk management and portfolio optimization. He is supported by a group of highly experienced specialists and offers securities brokerage, investment management and planning, access to estate planning services, and insurance solutions available through the firm's affiliates.*
He is part of the firm's Platinum Council Advisors Program for 2023, 2022, 2021, 2020, 2019, and 2015 a distinction* that reflects Howard's achievement of professional success by meeting or exceeding Wells Fargo Advisors' highest standards as measured by one or more of the firm's criteria for revenue generation, educational attainment and client-service best practices.
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. Before UBS, Howard spent nine years at a regional bank in Washington DC where he was Vice President and Director of Sales and Trading.
Having served in the financial advisory business for over 25 years and coming from a successful family of executives and entrepreneurs in the banking, broadcasting, and burial industries, Howard is uniquely qualified and extensively experienced to work with institutions, entrepreneurs and business owners.
Howard has obtained the Accredited Investment Fiduciary (AIF)® designation, and is a past Secretary and Treasurer for the Washington Association of Money Managers. He has also served on several non-profit boards and continues to be active in his community. He lives in Northern Virginia with his wife and two children.
The Platinum Council (previously known as Premier Advisors) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on past year, and professionalism. Additional criteria, best practice and team structure, may also be used to determine recipients.
* Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.