About Sacha Millstone

An investment advisor representative with $245 million in assets under management, I specialize in retirement planning, estate planning, charitable giving and managing inherited wealth. I now have clients in 37 states. As a specialist in Sudden Money™, I assist my clients in developing the roadmap and self-assurance to help build a lump sum into lifetime financial security. I was among the first investment advisors in the Washington, D.C., area to be recognized for my expertise in socially responsible investing in 1986. In 2000, I joined the Sudden Money Institute, an educational organization that focuses on helping clients who have a sudden change in their financial positions. I am a member of their network of advisors trained in life transition planning.

I am part of a full-service team of professionals who advocate a financial planning approach designed to educate and empower individuals to take charge of their own financial futures.

In addition, I work with clients to analyze their insurance needs, select and implement retirement plans for their companies, develop and establish estate plans designed to preserve wealth for future generations, and create lasting legacies through charitable trusts and family foundations.

Raymond James Recognition

Raymond James & Associates Chairman’s Council – member, 2005 to 2007
Raymond James & Associates President’s Club – member, 2001 to 2004
Raymond James & Associates Chairman’s Council – member, 1994 to 2000

*Membership is based mainly on assets under management, education, credentials and fiscal year production. Re-qualification is required annually since prior membership is no assurance of future membership.

Professional associations

Sudden Money Institut – member, 2000 to present
Business Development Committee for the Women’s Capital Growth Fund – member, 1996 to 1998
National Association of Philanthropic Planners – member, 1998

Publications and media appearances

Articles and interviews in which I am featured have frequently appeared in publications across the country, including:

– Baltimore Sun
– Better Homes & Gardens
– Boulder County Business Report
– Business Today
– Denver Business Journal
– Saavy
– Self
– The Plain Dealer – Cleveland
– The Daily Camera – The Washington Times
– Town & Country
– U.S. News and World Report
– Washington Post
– Washington Woman
– Women’s Edition

Published materials include:
- The Concerned Investor newsletter
- Co-authored The Greening of American Business: Making Bottom-Line Sense Out of Environmental Responsibility – a book that examines the effect of the environmental movement on business in the 1990s (Government Institutes, 1992)
Television and radio appearances include:
- National Public Radio
- Local news programs
- Network news programs
- CNN
- Frequent guest appearances on talk radio nationwide

I am also a frequent guest speaker at many civic and professional organizations, investment clubs and churches.

Organization and community service background

Member – Boulder Rotary, 2005 to present
Leadership Boulder County, 2004
People, Planet, Profits, Colorado, member, 2003; Treasurer, 2004
Boulder, Colorado, Business and Professional Women’s Association – member, 2003 to present
Boulder, Colorado, Chamber of Commerce – member, 2002 to present
Washington Area Women’s Foundation – member, 1996 to 2001
Women’s Leadership Forum – member, 1993 to 2000
Highland City Club in Boulder, Colorado – member, 2005 to present
Founder of Arts Around Town – a monthly program highlighting artists, events and art venues in the Denver and Boulder metropolitan area

Employment background

Raymond James & Associates, senior vice president of investments, 1994 to present
Investment advisor representative, 1994 to present
Ferris, Baker Watts Inc., vice president, 1990 to 1994
Smith Barney, second vice president, 1984 to 1990

Educational background

George Washington University, MBA, finance and investments, 1986
Earlham College, Bachelor of Arts, economics and political science, 1980