JOY MILAN
Merrill Lynch
As a Certified Exit Planning Advisor (CEPA®), Joy Milan is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{custom_meta_description=Joy Milan - - Merrill Lynch - El Segundo, California, city=El Segundo, display_country=United States, hs_object_source_detail_1=Find A CEPA (OCTOBER 2024), hs_object_source_label=AUTOMATION_PLATFORM, url_slug=joy-milan, lname=Milan, hs_object_source_id=enrollmentId:1358174899544;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20OCTOBER%202024/MILAN-JOY-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-Oct%202024.pdf, hs_createdate=1730472843262, cohortium_profile_title=Joy Milan | Financial Advisor at Merrill Lynch | CEPA Connect Member, state=California, id=19217958315, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Joy Milan, email=joy.milan@ml.com, cohortium_meta_description=Connect with Joy Milan, a specialized Financial Advisor working with Merrill Lynch based in California., associated_contact_record_id=28585051, website=ml.com, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20OCTOBER%202024/7996_Milan_CEPA-Certificate-2024-October.pdf, is_editable=editable, url_slug_2=joy-milan, impersonate_user_url=https://exit-planning-institute.org/member-detail/joy-milan?impersonation=true, full_name=Joy Milan, hs_lastmodifieddate=1764932337420, phone=+19178429872, company_name=Merrill Lynch, name=Joy, hs_object_id=19217958315, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=90245, status=Published, hs_updated_by_user_id=49327279}
- Advisor Type: Financial Advisor
- Website:
https://ml.com - Phone: +19178429872
- City: El Segundo
- State: California
- Postal Code: 90245
- Country: United States
- Designations:
- Markets Served:
- Company Name: Merrill Lynch
