wealth management services Archives

Wealth management advice: Dillan Micus


Dillan Micus, Divisional executive vice president, AXA Advisors Southwest Micus leads more than150 professionals across the Southwest and innovated both the firm’s successful “Firm of Firms” platform andits Retirement Income Distribution Strategy process, which helps identify, address and organize the variousfactors of retirement planning. Under Micus, the branch earned AXA’s President’s Trophy six times and hasgrown from $4 million to… Read More →

BMO Names Miller as President, Western U.S.


BMO Private Bank announced today that Matt Miller has been promoted to President, Western U.S. In this role, he will be responsible for the strategic development and delivery of wealth management services for high-net-worth individuals, family-owned businesses, endowments and foundations throughout the Western U.S. Miller has nearly 30 years of experience in the financial services… Read More →