MILLENNIUM PRIVATE WEALTH - Key Persons
Bill Rouse helped established Millennium Private Wealth in 2016, making him one of the four Partners. Before Millennium he spent 32 years at J.C. Bradford & Co., Paine Webber and UBS; all within the Charleston area. He uses this investment experience to guide his clients in all aspects of investment planning. His experience has led him to recognize how clients feel and how their emotions can affect their investment decisions. These issues make him keen to guide clients on how to maintain a long term financial perspective.
Brian has been an investment advisor for over 25 years. His approach is to truly listen to clients and then work with them to develop and implement strategies for building wealth. This dedication to providing objective, timely financial advice and guidance earned Brian recognition as one of Barron's Top 1,200 State By State Advisors in America for (2019-2022.
Curt Hall - Managing Director
Frank Dirks joined Millennium Private Wealth with twelve years of financial services industry experience. Before entering the industry, Frank enjoyed a twenty-year career working in education, government and the nonprofit sectors. He has led efforts to organize and launch state and national advocacy organizations. He served as executive director of the Michigan governor's community service commission, which supports the work of state and local nonprofit organizations.
Job Titles:
- Branch Manager
- Founding Partner
Jeff is an active Lowcountry USTA team and tournament participant and local supporter. He is the Director of the South Carolina Junior Golf Association and Coach of the Boys Golf Team at Bishop England High School. He also formerly and proudly served as the Board Chair for the YMCA of Greater Charleston. Jeff resides on Daniel Island in Charleston with his wife Karen, three children, Ellie, Ben and Annie.
Job Titles:
- Member of the Garden Club of Charleston
Jessica is an active member of the Garden Club of Charleston but spends most her time outside of work with her husband and her two small children.
John Ross - Managing Director
Job Titles:
- Operations / Administrative Manager
Kim Mathewes enjoys working with clients to provide premier service to meet their investment needs. With over 20 years of experience in the financial industry, she joined Millennium Private Wealth in 2016 to manage the team's operations and administration. Prior to coming onboard with Millennium, she was the Operations Manager at Raymond James & Associates in Mt. Pleasant, South Carolina. She has also worked as a Sales Assistant at UBS Financial Services in Charleston, South Carolina and Columbus, Ohio.
Job Titles:
- Senior Registered Client Associate
Steve Meyer and his partners established Millennium Private Wealth in 2016. He uses his 34 years of industry experience to provide sophisticated portfolio management and retirement planning. Steve loves all sports, particularly football, which led him to a 30 plus year "volunteer career" coaching football for the Mt. Pleasant Recreation Department, Porter-Gaud School and Bishop England High School. He served as offensive coordinator for Porter-Gaud and Bishop England for 17 of those years, winning 6 State Championships during that time.
Steve is quick to draw a parallel in using and executing successful strategies in his clients' investments with a team's offense. For both, he determines a successful endpoint and establishes the strategy to pursue it. Steve has devoted clients who have been with him throughout his career with Interstate Johnson Lane, Dean Witter, Morgan Stanley, UBS and now Millennium Private Wealth.
Job Titles:
- Senior Administrative Assistant
- Senior Administrative Associate
Teresa Mello, Senior Administrative Assistant, has been with Millennium Private Wealth since its inception. Prior to joining Millennium, Teresa served 17 years with J.C. Bradford & Co., PaineWebber and UBS Financial Services in the Charleston area. Before moving to South Carolina, Teresa enjoyed a 16 year career as an administrative assistant in various fields while living in Ohio, Georgia and California.
Job Titles:
- Managing Director - Investments
Terrell Lee Bebout is a Managing Director - Investments and Senior PIM Portfolio Manager. Terry has worked as a financial advisor to both individual and institutional investors since 1983. He began his financial career in 1973 as a National Bank Examiner for the Comptroller of the Currency with the U.S. Treasury Department. For the past 40 years, he has served clients with distinction. Terry's professional success has come from using his years of knowledge and experience to the benefit of his clients.
Job Titles:
- Managing Director, Investments
Job Titles:
- Associate
- Client Associate
Vanessa Amador is a skilled Client Associate with 15 years of experience in client support and administration. With a background in Law and Healthcare Administration, Vanessa has a keen attention to detail, professionalism and excellent communication skills. This expertise allows her to build strong relationships with our clients and provide them with exceptional results.