Experience That inspires confidence

Milagros "Millie" Espinoza

Senior Registered Client Service Associate
561-776-2557

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Millie grew up in Connecticut and proudly served in the U.S. Army before entering the financial services industry. Her extensive training in municipal bonds and wealth management administration, including direct administrative responsibility working with international clients, has spanned over 39 years.  She is FINRA registered and holds a Series 7 and 63 Securities license.  As a client-focus advocate, Millie specializes in high quality, efficient client service and communications.  She goes that extra mile way to understand our clients' administrative needs and concerns.  For her commitment to our clients and their banking needs, Mille is recognized as a UBS CSA 2016 Banking Champion.  She resides in West Palm Beach, FL with her spouse of 39 years and daughter. Always smiling, Millie loves playing soccer and dancing.


Registered States:
AL, AR, AZ, CA, CO, CT, DE, FL, GA, IL, KY, MA, MD, MI, NC, NJ, NM, NY, OH, PA, RI, SC, TN, TX, VA, WV