Delta Community Retirement & Investment Services
Milich Zecevic, AIF®, CFP®
LPL Financial Advisor
Specialties: Comprehensive Financial Planning, Financial Education, Investment Planning, Risk Management, Income and Investment Tax Strategies, Cash Flow Planning, Wealth Management, Social Security Planning
I am an LPL Associate Financial Advisor who enjoys building relationships and helping people make informed, strategic financial decisions. I am passionate about educating members so they gain clarity around their financial situation and how their decisions affect it.
I began my career working with an investment advisory firm in Atlanta, where I worked with Portfolio Management team in selecting securities for clients’ portfolios. While investments have always been my passion, I also wanted to help people create plans that take into account their holistic financial situation and provide a guiding path for pursuing their financial goals. Before joining Delta Community Retirement & Investment Services, I worked with a team of advisors who specialized in building financial plans for high-net worth clients.
I am a lifelong learner and believer in professional development, which inspired me to earn the CERTIFIED FINANCIAL PLANNER™ designation. As a CERTIFIED FINANCIAL PLANNER™, I am dedicated to helping people determine what is important to them in life and assist them in managing their money to work toward their objectives.
Originally from Montenegro, I came to the United States to play Division I basketball at Jacksonville State University on an academic scholarship. While at Jacksonville State, I obtained both my undergraduate Finance and Master of Business Administration degrees.
When I am not assisting clients, my wife and I enjoy global travel, hiking and attending cultural events in Atlanta. I also enjoy playing basketball in Atlanta’s amateur leagues and in casual pick-up games.
Delta Community Retirement & Investment Services offers investment strategy, retirement advice and a range of financial services, combined with access to financial planning resources through our relationship with LPL Financial.
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Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Delta Community Credit Union deposits and are not NCUA insured. These products are not obligations of Delta Community Credit Union and are not endorsed, recommended or guaranteed by Delta Community Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Delta Community Credit Union and Delta Community Retirement & Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.