Edwin Milner is an experienced Senior Financial Advisor and Executive Vice President at American Investment Planners (AIP). Ed spent 16 years as a Group Director and Vice President at Signature Securities Group, a division of Signature Bank, where he played a pivotal role in overseeing $1.1B in assets under management. He is a licensed Securities Principal and a Registered Investment Advisor Representative with a track record of more than 26 years, offering comprehensive financial planning and wealth management services to high-net-worth individuals, businesses and foundations.
Throughout his career, Ed has honed his asset management experience, strongly emphasizing portfolio design, construction and implementation. A key aspect of his process involves analyzing current market trends to provide guidance to clients navigating volatile markets. Ed works closely with clients and their trusted professionals, such as CPAs and attorneys, to thoroughly assess risks and help develop effective tax and estate planning strategies. By gaining a holistic view of a client's financial landscape, he comprehensively understands their financial goals and life objectives.
Ed recognizes the significance of maintaining an unbiased approach to evaluating managers, products and platforms in an industry where independence is often undervalued. His primary focus is on helping clients alleviate the stress associated with financial management while providing transparent information about risks, fees and expectations.
During his spare time, Ed enjoys kayaking with his three children in upstate NY. He is also an avid builder and woodworker, often crafting his own cabinetry and furniture. Believing that life is a balance between work and family, Ed and his wife never miss their weekly date night, and weekends are known for elaborate dinners he enjoys cooking with the kids. Ed also enjoys working with several local charities to support his community through volunteering and donations.
