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Steven Milby, CFP®

Client Service Associate

“I am so thankful to be a part of such a knowledgeable and caring team. The level of professionalism displayed by my teammates is a direct reflection on the emphasis that is placed on hiring a team of good people. But, more than that, Truepoint does everything possible to make sure we love working here…and I certainly do.”

Steven’s Story

As a client service associate, Steven interacts daily with Truepoint’s account custodians. This interaction is centered around setting up new accounts and facilitating money movements in addition to other financial transactions. Being a part of the client service team, Steven loves getting to work with such an experienced team of professionals who are focused on the client experience.

Outside of work, Steven enjoys spending time at home with his wife and two children. Above all things, Steve and his family love Disney –watching Disney movies, making an annual trip to Disney World, and even naming their dog Daisy! To promote mental stimulation, Steven is also learning to speak Spanish and loves solving Rubik’s cubes.


Specialties: client service, custodial relationships, financial transactions

Education

University of Kentucky, BBA, Finance

Designations

CERTIFIED FINANCIAL PLANNER™

Community Involvement (2)

  • St. Columban Church - Finance Council
  • St. Columban Church - Knights of Columbus

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