Millennium Private Wealth of Greenville

Millennium Private Wealth of Greenville is a Bank in Greenville, SC, located at 148 River St #120. The firm provides investment planning, financial strategies, and wealth management services to individuals and businesses in the area. Their approach involves helping clients identify and realize their financial goals through comprehensive strategies that address retirement, estate planning, business succession, and insurance options. The team works to build long-term relationships, aiming to free clients from uncertainty and worry. Services include access to lending and banking through Wells Fargo affiliates and assistance with non-salary compensation options for business executives.

The Greenville office was established when Millennium Private Wealth hired Curt Hall, a tenured advisor and CPWA, as Managing Director. The practice expanded with the addition of Jonathan Hungerford, John Ross, and Ike Poplin as Managing Directors and Owners. The local team also includes Terry Bebout, a Senior Portfolio Manager; April McKinney, a Senior Registered Client Associate; Vanessa Amador, a Client Associate; and Tera Bishop, a Registered Client Associate. These professionals bring experience from previous roles at firms such as Merrill Lynch, Bank of America Hungerford-Ross, and UBS Financial Services. The firm’s history traces back to its founding partners Jeff Burton, Steve Meyer, Bill Rouse, and Jessica Harper, who opened the first office on Daniel Island, SC. Over time, MPW acquired Lionstone Wealth Management and Beth Wright Woodside & Company, the first female-owned RIA practice in SC. The Greenville location moved into the Innovate Building after adding the former Merrill/BofA Hungerford-Ross team.

The firm emphasizes objective, timely financial advice and guidance, focusing on building wealth through listening to clients and developing tailored strategies. The team works with professionals clients already have relationships with to provide a coordinated approach to financial planning. Millennium Private Wealth maintains offices in Charleston, Savannah, Tucson, Gilbert, Irvine, Pasadena, and Raleigh, with the Greenville team operating out of 148 River St #120.

Millennium Private Wealth of Greenville combines decades of industry experience with a local presence on River St to offer comprehensive wealth management solutions to SC residents.

The office sits on River St, just a few steps from Falls Park Drive and within a short walk of the Reedy River and TD Stage.

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Services:

• Acquisition of RIA Practices
• Client Relationship Building
• Comprehensive Financial Strategies
• Investment Planning
• Long-Term Financial Goal Realization
• Private Wealth Management