IN THE NEWS
The following article was first published on MarketWatch.com.
Oxford Harriman Adds Mildred Babb Perkins as a Partner in their Cleveland Ohio Office
Babb Perkins moves her Practice from Wells Fargo Advisors
Cleveland, Ohio – April 12, 2023
Oxford Harriman and Company welcomes Millie Babb Perkins as a Partner and Senior Wealth Advisor in our Beachwood, Ohio office. Millie has over 25 years of experience in the finance industry and specializes in delivering comprehensive investment planning services to help her clients achieve their financial goals.
Millie’s expertise is built on her extensive experience and knowledge of the industry through several market cycles. She is committed to advocating for her clients as she serves their specific needs.
Her dedication to helping her clients has earned her the CERTIFIED FINANCIAL PLANNER™ certification, passing a rigorous examination, and meeting stringent experience requirements.
CFP® professionals also commit to act as a fiduciary when providing financial advice, meaning their clients can be confident their interests come first.
“I am excited to join Oxford Harriman and Company, a practice that shares my commitment to delivering personalized investment planning services, ” said Perkins. “I look forward to working with the talented team at Oxford Harriman to provide our clients with the comprehensive support they need to achieve their financial goals.”
Before joining Oxford Harriman, Millie was a Vice President with Wells Fargo Advisors in Chagrin Falls, Ohio. She began her career in banking and spent ten years in various roles with Key Bank before redirecting her skillset to investment planning with Merrill Lynch. Millie furthered her experience with FirstMerit Bank’s Wealth Group before accepting a leadership opportunity with Morgan Stanley Smith Barney in 2010.
“We are thrilled to welcome Millie to our team at Oxford Harriman,” said Dennis Barba, CEO of Oxford Harriman and Company. “Her experience and expertise in investment planning, combined with her dedication to delivering personalized services to clients, makes her an invaluable addition to our firm. We look forward to seeing the positive impact Millie will have on our clients’ financial futures.”
About Oxford Harriman and Company:
Oxford Harriman and Company is a strategic partnership designed to help investors accumulate, preserve and transfer wealth through a collaborative and strategic approach. Serving the financial and wealth management needs of a select group of clients, the firm provides a comprehensive approach to private wealth management that helps to chart a course based on focus, strategy, and discipline. Oxford Harriman and Company is part of the Wells Fargo Advisors Financial Network, with offices in Cleveland OH, Detroit MI, Midtown Manhattan NY, Newark NJ, Astoria NY, Albany NY, Mentor OH, and Sarasota, Florida.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Member SIPC. Oxford Harriman and Company is a separate entity from WFAFN. CAR-0323-04487