News & Events

The latest MPW announcements & local events.


Millennium Private Wealth Roundtable

Happy 2022!

We are finishing a very eventful year in the markets. We thought COVID was behind us only to see it reemerge. Washington could not seem to accomplish much, and the interest rate scenario continued to be in the forefront. In our opinion, inflation emerged as the new “Wall of Worry”. The indexes are finishing near all-time highs but the broad market is more subdued. What will the market offer us in 2022?

As tradition holds, to address this and many other questions, Millennium Private Wealth is hosting its Annual Roundtable on Thursday, January 20, 2022. This event will feature a panel of speakers from Allspring Global Investments, Fidelity, First Trust Advisors, & Millennium Private Wealth. They will be available to discuss the topics of greatest concern and interest: market levels, tax plan, interest rates, economic growth, employment, recession, and politics. This comprehensive Roundtable encourages you to ask questions.
Wine and small plates will be served. Please join us, for what will be our largest panel event yet, for a lively, entertaining and educational evening.

Millennium Private Wealth Roundtable
Thursday, January 20, 2022
5:30 pm – 7:30 pm

Daniel Island Club
Gallery and Ballroom
600 Island Park Drive
Daniel Island, SC 29492

Roundtable Panelists:
Jesse Winterer
Regional Vice President, FIRST TRUST ADVISORS
Candice HolmesRegional Director, ALLSPRING GLOBAL INVESTMENTS

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

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Millennium Private Wealth is a separate entity from WFAFN. This event is sponsored and financially supported by First Trust Advisors, Allspring Global Investments, and Fidelity Institutional Advisors. This event is educational in nature. No company-specific products will be discussed. Due to the health risk associated with COVID-19, our practice is encouraging the public to follow all state, local, federal and CDC ordinances and restrictions in relation to COVID-19.

Latest Posts

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.
Our panel discussed market levels, employment and interest rates.
Save the date! We hope you can join us for this annual tradition.
Brian Crawford was recognized for his accomplishments.