Marc Milic, CFP®, RICP®

Partner, Senior Wealth Advisor

Marc graduated from Duquesne University in Pittsburgh, PA in 1991 where he earned a Bachelor of Science in Finance and Economics. He is a CERTIFIED FINANCIAL PLANNER™ certificant, a Retirement Income Certified Professional® (RICP®), and he has a Master of Science in Financial Services (MSFS) degree from the Richard D. Irwin Graduate School at The American College in Bryn Mawr, PA. Marc has completed coursework in estate planning at New York University School of Professional Studies, and he has completed the CFP ® Board Financial Planning Teaching Program at Columbia University School of Professional Studies. Prior to joining DCLA in 2002, Marc worked for Union Bank of Switzerland, Donaldson, Lufkin, & Jenrette, and Credit Suisse First Boston in both New York and London. Marc became a partner of the firm in 2008.

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Important Disclosures

References to the firm being founded refer to DCLA’s predecessor, Douglas C. Lane & Associates, Inc.