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Senior Wealth Strategies Professional & Fiduciary Representative
Senior Wealth Strategies Professional & Fiduciary Representative
Becky Milliman is a senior wealth strategies professional and fiduciary representative for CIBC Private Wealth in Chicago with more than 25 years of industry experience. In this role, she works closely with relationship managers to develop and implement charitable, estate and wealth transfer management planning for clients as part of the firm’s integrated wealth management process.
As part of her role with the Wealth Strategies Group, Becky also coordinates with clients’ attorneys, accountants, and advisors to guide them in estate planning, tax planning and philanthropic activities, and to provide knowledge, partnership and insight as they navigate life insurance programs, business succession planning and fiduciary administration work. She also conducts periodic reviews to help clients monitor progress and review new legislation, ideas and solutions. Becky does not provide tax or legal advice.
Prior to joining the firm in 2002, Becky was a firm associate responsible for the ongoing review and assessment of wealthy family financial affairs with Frye Louis Capital Management Inc. Previously, Becky practiced law with Katten Law as an associate in the estate planning and tax department.
She earned a law degree summa cum laude from the University of Illinois Chicago School of Law and a Bachelor of Arts from Drake University.
Becky serves on the Northwestern Lake Forest Hospital Women’s Board in Illinois and her analysis has appeared in The Wall Street Journal. In 2014, she was honored with a CIBC MVP Achievers Award.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
