Milestone Wealth NC

01/09/2025

We're hiring! Come join our team as Relationship Manager/Associate Wealth Manager, a key role with a bright future here at our financial planning firm in Greenville, NC.
• Competitive Salary
• Bonus Opportunities
• Benefits Package (medical and disability)
• 401k Match (6%)
• Paid Time Off
• Beautiful Office Environment

If you're a friendly, upbeat person with good communication skills, please learn more about the role and apply here:

Read about Join Our Team: Relationship Manager/Associate Wealth Manager. Contact us, your financial adviser in Greenville NC to help with your retirement planning, wealth management, investment planning and more!

07/15/2024

We're hiring! Come join our team as Client Concierge, a key role that sets the professional tone for our company with clients, future clients, vendors, and community here in Greenville, NC.

• Competitive Salary
• Bonus Opportunities
• Benefits Package (medical and disability)
• 401k Match (6%)
• Paid Time Off
• Beautiful Office Environment

If you're a friendly, upbeat person with good communication skills, please learn more about the role and apply here: bit.ly/Client-Concierge

Helping business owners & families achieve financial goals through highly personalized services.

09/19/2023

Thanks to all who attended our excellent presentation by Dr. Sam Sears. He provided valuable insights on reducing stress and improving your health, well-being, and longevity.

If you didn't get a chance to attend, please watch the recording here:

https://youtu.be/zzTgctD57sE

ATTENDEE COMMENTS:

"Speaker was very engaging and subject matter was relevant to today's world."

"Excellent presentation! Full of meaningful & actionable tips."

"Dr. Sam Sears is an awesome professional with heart, soul, and amazing energy and spirit."

We were honored to have Dr. Sears as our guest, and we hope you find great value in his presentation.

Helping business owners & families achieve financial goals through highly personalized services.

09/11/2023

New York City. Washington DC. Shanksville, PA.
We will always remember… 🇺🇸❤️

09/06/2023

Attend our inspirational webinar for tips to maximize your quality of life and boost your family's physical & mental health. Our presenter, Dr. Samuel Sears, a Psychologist at ECU, is published in 200+ research articles and gives lectures worldwide.

HEART & SOUL: What Heart Patients Can Teach Us About Living, Loving, & the Qualities of Life. Sept 13th • 7PM

Sign up here: bit.ly/3Lae3k1

08/23/2023

Want to learn important tips that will lead to better physical & mental health and improved quality of life for you and your family?

Join us for a lively & inspirational webinar presentation by Dr. Samuel Sears, Professor and Psychologist at East Carolina University. He has published well over 200 articles in medicine and psychology research literature and gives lectures all over the world on a regular basis.

Heart & Soul: What Heart Patients Can Teach Us About Living, Loving, & the Qualities of Life
Sept 13th • 7PM

Register here:

Read about Special Webinar Featuring Dr. Samuel Sears: September 13th. Contact us, your financial adviser in Greenville NC to help with your retirement planning, wealth management, investment planning and more!

07/19/2023

Helping business owners make smart decisions about their money is what we do.

Freeing them to have the level of influence they are truly capable of is who we are.

Learn more about our True Influence Formula and how it can help you successfully manage your wealth and business here:

https://milestonewealthusa.com/true-influence-formula/