Delta Community Retirement & Investment Services
Milich Zecevic, AIF®, CFP®
Wealth Advisor
Milich Zecevic is passionate about helping credit union members maximize their financial resources. He believes everyone should have a plan, and there is always time to start. Milich understands the value of understanding each member’s unique story, as this often influences their hopes, dreams and financial decisions. He prioritizes aligning financial strategies with clients’ goals so they feel empowered to live for today and save for tomorrow. Milich promises genuine, personalized attention providing members with the support they need to narrow their focus to what matters most.
Milich has over ten years of experience in the wealth management industry. He began his career at an investment advisory firm, working alongside the portfolio management team, designing individualized solutions for clients’ portfolios. While he has always been passionate about investments, he realized that there was a need beyond the numbers to help members with the details of financial planning that affect many areas of their lives. Milich understands that financial decisions can often be complex, and he enjoys simplifying topics so members can be intentional with their time and feel empowered to make informed choices.
Milich is originally from Montenegro and came to the United States on an academic scholarship to play Division I basketball. Milich and his wife enjoy global travel, hiking, and attending cultural events in Atlanta.
Connect with Milich on LinkedIn®
Education:
- Financial Planning Certificate Program, Emory University
- Masters of Business Administration, Jacksonville State University
- Bachelor of Science in Finance, Jacksonville State University
Certifications | Licenses:
- FINRA® SIE, Series 7, 63, 65, Through LPL Financial
- Accredited Investment Fiduciary® marks
- CERTIFIED FINANCIAL PLANNER™ professional
- Accredited Asset Management Specialist™
Locations Served:
- Alpharetta
- Sandy Springs
- Vinings (Cumberland Boulevard)
*Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP ® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
LPL Financial
Delta Community Retirement & Investment Services offers investment strategy, retirement advice and a range of financial services, combined with access to financial planning resources through our relationship with LPL Financial.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Delta Community Credit Union and Delta Community Retirement & Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Delta Community Retirement & Investment Services, and may also be employees of Delta Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Delta Community Credit Union or Delta Community Retirement & Investment Services. The Delta Community Retirement & Investment Services site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site are licensed in all 50 states.
Securities and insurance offered through LPL or its affiliates are:
