Delta Community Retirement & Investment Services
Milich Zecevic, AIF®, CFP®
LPL Associate Advisor
Specialties: Comprehensive Financial Planning, Financial Education, Investment Planning, Risk Management, Income and Investment Tax Strategies, Cash Flow Planning, Wealth Management, Social Security Planning
Milich Zecevic finds purpose in helping Credit Union members maximize their financial resources; he believes everyone should have a plan, and that it is never too early to start financial planning. Most often, young working professionals manage their daily finances well but still may need some guidance when navigating conflicting priorities such as paying down student loans or beginning to save for retirement. Milich provides each member he meets with genuine personalized attention and focuses on helping members narrow their focus to what truly matters most.
Milich started his career at an investment advisory firm, where he worked alongside the portfolio management team designing individualized solutions for clients' portfolios. While investments have always been his passion, he could see a need beyond just the numbers. He wants to help members with the details of financial planning that encompass many areas of their lives. Milich understands that financial decisions can often be complex, and he enjoys simplifying complicated topics so members can get the most from their time with him and feel empowered to make informed choices.
Milich is originally from Montenegro and came to the United States to play Division I basketball on an academic scholarship. Milich and his wife enjoy global travel, hiking and attending cultural events in Atlanta.
Connect with Milich on LinkedIn®
- Financial Planning Certificate Program, Emory University
- Masters of Business Administration, Jacksonville State University
- Bachelor of Science in Finance, Jacksonville State University
Certifications | Licenses:
- FINRA® SIE, Series 7, 63, 65 with LPL Financial
- Accredited Investment Fiduciary® marks
- CERTIFIED FINANCIAL PLANNER™ professional*
- Accredited Asset Management Specialist℠
- Atlanta (Virginia Avenue)
*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Delta Community Credit Union and Delta Community Retirement & Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Delta Community Retirement & Investment Services, and may also be employees of Delta Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Delta Community Credit Union or Delta Community Retirement & Investment Services. The Delta Community Retirement & Investment Services site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site are licensed in all 50 states. Securities and insurance offered through LPL or its affiliates are: