David Palmer, CFP® CDFA™
Managing Director Milton Asset Management, LLC
- Greater Atlanta Area GA
Managing Director at Milton Asset Management & Milton Divorce Advisors
Social
Industry Expertise
Financial Services
Areas of Expertise
Asset Management
Wealth Management
Financial Planning
Education
American Bankers Association
National Trust School
Trust Administration
1994
Widener University
B.S.
Management, Finance
1991
College for Financial Planning
Certified Financial Planner
Financial Planning and Services
1998
Affiliations
- Windward Tennis Club
- Atlanta Estate Plannning Council
- Financial Planning Association
