Mary Millitzer
Vice President, Financial Advisor
CFP®
Contact Mary
Team Office
Mary’s Locations
Cincinnati, OH 45242 (513) 942-9700
About Mary
Mary has a decade of experience in the financial services industry. Immediately prior to joining Wealth Enhancement Group, she worked as an advisor at Merrill Lynch, helping clients to achieve their financial goals. Mary also has consulted financial advisors about the risks of retirement, especially for women, and educated them on retirement solutions that could benefit their clients. Mary brings comprehensive financial plans to clients that truly showcase how they can achieve goals related to retirement, college savings, estate planning, and other matters.
A native of Cincinnati, Ohio, Mary returned to the area in 2020 to be closer to her family. She is a member of the Junior League of Cincinnati who also enjoys volunteering, needlepoint and tennis.
Education
- BA, Trinity College
Additional licenses and designations
- California Insurance License # 4468396
What we’re thinking about
7 Tax Moves to Consider Before The End of The Year
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
Get your second opinion
Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.
Wealth Enhancement uses your information to respond to requests and share product and service information. You can unsubscribe at any time. Review our Privacy Policy for more information.