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Roundtable-min

Millennium Private Wealth Roundtable

2022 was certainly an eventful and disappointing year. The Federal Reserve raised interest rates at a pace never seen before, and the Russian invasion of Ukraine further unsettled the markets. What will 2023 bring?


To address this and many other questions, Millennium Private Wealth hosted its Annual Roundtable event on Tuesday, March 7th. This event featured a panel of speakers from Allspring Global Investments, Fidelity, Columbia Threadneedle, & Millennium Private Wealth. Topics of greatest concern and interest were: market levels, tax plan, interest rates, economic growth, employment, recession, and politics.


Roundtable Panelists:
Candice HolmesRegional Director, ALLSPRING GLOBAL INVESTMENTS
Joe ByronRegional Director, FIDELITY INSTITUTIONAL ADVISORS
Kenneth DavisSenior Regional Advisor Consultant/Asset Management, COLUMBIA THREADNEEDLE
Bill Rouse Partner, MILLENNIUM PRIVATE WEALTH
Steve Meyer – Partner, MILLENNIUM PRIVATE WEALTH


Jeff Burton – Partner, Steve Meyer – Partner, Bil Rouse – Partner, Jessica Harper – Partner, Frank Dirks – Wealth Advisor, Curt Hall – Senior Wealth Advisor, Jonathan Hungerford – Senior Vice President, John Ross – Senior Vice President.

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Congratulations to Brian Crawford for being named to Forbes’ 2024 Top 250 Wealth Advisors and Best in State Wealth Advisors!
Harlie Garcia, Managing Director and Owner of Millennium Private Wealth in Tucson, Arizona, has been honored on Forbes’ Top Women Wealth Advisors Best In State
Ike Poplin was recognized for his accomplishments.
Save the date! We hope you can join us for this annual tradition.
Brian Crawford was recognized for his accomplishments.
We look forward to hosting our annual Oyster Roast!