An investment advisor representative with $330 million in assets under management, Sacha Millstone specializes in retirement planning, estate planning, charitable giving and managing inherited wealth with clients in over 41 states. Sacha’s participation on the Raymond James Women’s Council since 2010 has helped serve as a resource for Senior Management and strives to empower female advisors through recruitment and the annual Raymond James Women’s Symposium. As a specialist in Sudden Money, she assists her clients in developing the road map and self-assurance to help build a lump sum into lifetime financial security. She was among the first investment advisors in the Washington, D.C., area to be recognized for her expertise in socially responsible investing in 1986. In 2000, she joined the Sudden Money Institute, an educational organization that focuses on helping clients who have a sudden change in their financial positions. She is a member of its network of advisors trained in life transition planning.
Sacha is 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, she works 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.