Kim Millman is a Senior Advisor with Opus Advisory Group, LLC, located in Purchase, N.Y. It is with great pride that Kim has committed 22 years to providing skilled counsel and resources to help her clients reach financial independence. Kim’s top priority is to empower her clients with the proper tools and methodologies needed to make sound financial decisions. Kim’s high standards, ethics and professionalism are the ingredients she uses to be a leader in her industry.
Kim specializes in the creation of wealth, and offers a full portfolio of services to her very diverse clientele. She employs a variety of proven methodologies and concepts to help her clients exceed their expectations, and enables them to set goals once thought to be unachievable. Kim’s performance record is a testament to her knowledge and commitment to advancing her clients’ financial well being.
Through her creativity and strong will, Kim’s goal is to provide a more efficient and cost effective approach to building wealth. Using blueprints, models, and a macroeconomic process, she is able to strategically position money to improve its performance. Clients may be able to achieve numerous benefits from Kim’s holistic approach, such as increased efficiency, tax savings, risk management and ultimately, control over their finances.
Through her integrity and commitment to hard work and long hours, she has built an irrefutable reputation amongst her peers. Kim has been asked to write articles and be a guest speaker at several platforms. She is recognized in her industry as a leader and is a member of The Million Dollar Round Table (MDRT), the premier Association of Financial Professionals. She is also a consistent Leaders Club Qualifier for outstanding service and production. Through her consistent professionalism and affection for her work, she has built a solid client base and has expanded her business through referrals from satisfied clients and strategic alliances.
Active in her community Kim contributes to various charities and organizations. Kim is a graduate of Ithaca College where she earned her degree in Television and Communications. In her spare time, she enjoys exercising and spending time with her family. Kim and her family reside in Westchester County, New York.
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