Norinne Millner
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Merrill
Location
Atlanta, GA 30326
Credentials
Series 63, Series 66
Industry experience
24 years
Norinne Millner is a Private Wealth Advisor within Merrill Private Wealth Management, a division that includes fewer than 450 advisors nationwide distinguished by a rigorous accreditation process. In this role, she serves families, founders, C-suite executives, inheritors, entertainers, and other wealth creators, often focusing on women in leadership positions. She collaborates closely with attorneys, CPAs, and other advisors to provide coordinated financial guidance aimed at preserving and growing clients' wealth.
With a career beginning in 1994, Norinne has experience navigating complex family and ownership structures, estate planning, privately held business concerns, and family dynamics. She emphasizes understanding her clients' aspirations and biases to design personalized solutions addressing financial, estate, philanthropic, and legacy goals. Her expertise includes family wealth management strategies, legacy planning, managing new wealth, philanthropic planning, portfolio management services, socially responsible investing, and retirement income strategies.
Norinne holds a bachelor's degree from the University of Tennessee System and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She is active in community organizations such as the Atlanta Estate Planning Council, CHRIS 180, Georgia Council on Economic Education, Georgia Planned Giving Council, and Peachtree Road United Methodist Church.
Based on Merrill
3455 Peachtree Rd Ne, Pbig Atlanta Pw
Atlanta, GA 30326
Georgia · Texas
Bank Of America, N.A.
2012 - Present (14 years)
Merrill
2012 - Present (14 years)
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