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$7 trn
UBS Group invested assets
As of 12/31/2025
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Vice President–Wealth Management
Financial Advisor
Mike Mildrum is a Financial Advisor with a passion for helping high-net-worth individuals and families navigate complex financial decisions through comprehensive financial planning and customized portfolio management. He specializes in helping clients who have accumulated significant wealth through concentrated equity positions, including Restricted Stock Units (RSUs), Incentive Stock Options (ISOs), and Non-Qualified Stock Options (NSOs), develop strategies to diversify their holdings and build long-term retirement security.
Before entering the wealth management industry, Mike taught mathematics and economics, bringing a strong analytical foundation and educational approach to his work with clients. He is dedicated to simplifying complex financial concepts and creating personalized strategies designed to help clients achieve their unique goals.
Mike holds FINRA Series 7 and Series 66 registrations and has earned the Accredited Portfolio Management Advisor℠ (APMA®) designation. He lives in Trumbull, Connecticut, with his wife and two children. Outside of the office, he enjoys playing tennis year-round and spending time with his family.
Credentials
Vice President–Wealth Management
Financial Advisor
Mike Mildrum is a Financial Advisor with a passion for helping high-net-worth individuals and families navigate complex financial decisions through comprehensive financial planning and customized portfolio management. He specializes in helping clients who have accumulated significant wealth through concentrated equity positions, including Restricted Stock Units (RSUs), Incentive Stock Options (ISOs), and Non-Qualified Stock Options (NSOs), develop strategies to diversify their holdings and build long-term retirement security.
Before entering the wealth management industry, Mike taught mathematics and economics, bringing a strong analytical foundation and educational approach to his work with clients. He is dedicated to simplifying complex financial concepts and creating personalized strategies designed to help clients achieve their unique goals.
Mike holds FINRA Series 7 and Series 66 registrations and has earned the Accredited Portfolio Management Advisor℠ (APMA®) designation. He lives in Trumbull, Connecticut, with his wife and two children. Outside of the office, he enjoys playing tennis year-round and spending time with his family.
Credentials
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
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