Molly McMillin Joins Choreo as Chief Financial Officer
Appointment demonstrates commitment to bolster the advisor and client experience and the firm’s wide array of planning services at the intersection of tax and wealth management
CHICAGO, October 9, 2024 — Choreo, LLC (“Choreo” or “the firm”) announced today that it has named Molly McMillin as Chief Financial Officer. McMillin will join Choreo’s executive team to lead and oversee the firm’s finance function. Based in Charlotte, North Carolina, she will report to Chief Executive Officer Larry Miles.
“We are thrilled to welcome Molly to Choreo," said Miles. “Adding an executive of her caliber speaks to our commitment to our clients and teammates. She will play a key role as we continue along the path of building a 100-year firm.”
McMillin is replacing David English, whose hard work and considerable expertise were invaluable over the last few years in helping to lay the foundation for Choreo’s future growth. In the coming months, English will stay aboard to help support a seamless transition and allow McMillin to settle into her new role.
Most recently, McMillin served as Chief Financial Officer at Allspring Global Investments, where she led all financial management and operations. She also held several strategic leadership roles at Wells Fargo & Company including Chief Financial Officer, Senior Vice President of Wells Fargo Asset Management where she oversaw the firm’s lift out and rebranding to Allspring Global Investments. She also served as Vice President of Financial Planning & Analysis and Group Financial Officer of Wells Fargo Investment Institute.
“I’m delighted to join the Choreo team at this exciting time in the firm’s history,” McMillin said. “For years our teammates have been working towards becoming the preferred wealth partner to the professional tax community, and I am excited to be part of that journey.”
About Choreo, LLC
Choreo is an independent firm focused on redefining the RIA's place in the wealth advisory industry. Passionate about improving the well-being of clients, their families and their communities, Choreo operates out of 40+ locations across the country. Choreo's experienced advisors define, design and build solutions for their clients' financial and related needs so they can focus on what matters most to them. Originally launched over 20 years ago as a subsidiary of one of the largest CPA and professional services firms in the country, Choreo serves over 7,000 clients with approximately $24.6 billion of assets under management or advisement (as of December 2023). For more information, visit choreoadvisors.com.
Choreo, LLC is a limited liability company that provides investment advisory services, financial planning, and other wealth management services to individuals and businesses. Choreo, LLC is an SEC-registered investment adviser. Registration as an investment adviser does not imply any skillset of the wealth manager and/or its advisors.
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