David Milowe, AWM

Senior Vice President - Branch Director, Private Client Group, Senior Consulting Group

781-263-1051 | Email |
781-263-1020

Qualifications

With more than 20 years of experience in the financial services industry, David has worked for several prominent firms, including Prudential Securities and AG Edwards. Currently, he holds the Series 7, 9, 10, 63 and 66 securities licenses. He has also completed the Accredited Wealth Management program (AWM), a professional designation specifically focused on areas of estate and trust planning, insurance solutions and advanced investment strategies. David is a member of the RBC Wealth Management Consulting Group, a group committed to a consultative-based investment practice.

Personal

David resides in Canton with his wife Gail. He is a firm believer in community
involvement and holds the position of president at the Jewish Family services of
Metro West. In his spare time David can be found in the Cape reading, or
training for the Falmouth Marathon.

 

Jacqueline Milowe

Financial Advisor

781-263-1006 | Email

Qualifications

Jacqueline graduated from Quinnipiac University in 2016 with a Bachelors of Arts degree in social entrepreneurship and developmental economics. She began her career as a registered representative immediately after graduation at a small broker dealer outside of Boston. Since coming to RBC Wealth Management, she’s obtained her Series 6, 7, 63 and 66 securities licenses in addition to life and health insurance licenses.

 

Personal

Jacqueline was born and raised in Sharon, Massachusetts. She currently lives in Boston and enjoys traveling, kickboxing and iced coffee.

Daniel Burnham

Branch Service Manager/Investment Associate

781-263-1027 | Email
781-263-1020

Dan began his career on the OTC trading desk of Tucker Anthony in Boston in 1997. In 2011, he joined the Wellesley Branch as Branch Service Manager and joined with David as a Client Associate. Dan currently holds a Series 7, 55, 63, and 66.

Dan resides in Mansfield with his wife Pam, daughter Alexandra and son Andrew. In his spare time he enjoys spending time with his family.