Ervin Randolph Millwood III
Ervin Randolph Millwood III (“Rand”) is a licensed CERTIFIED FINANCIAL PLANNER™ (“CFP®”) and Certified Investment Management Analyst (“CIMA®”) with over 5 years of professional experience in the financial services industry. Rand also holds the Accredited Investment Fiduciary (“AIF®”) designation from the Center for Fiduciary Studies, which operates in Association with the University of Pittsburgh’s Katz Graduate School of Business. He is a member of many leading financial services organizations, including the Financial Planning Association and the Investment Management Consultants Association.
He is a graduate of North Carolina State University where he received a Bachelors of Science in Accounting with a concentration in Finance. Rand is a member of the firm’s Investment Policy Committee, assists in managing investment operations, and is an internal contact for client relationship management. Before joining Gordon Asset Management, LLC, Rand worked as a Financial Consultant with A.G. Edwards & Sons in Shallotte, North Carolina.
He currently holds his Series 7 and 66 securities licenses and is a registered representative with Moloney Securities Co., Inc., an independent registered broker-dealer and member NASD firm. He maintains both his Life Accident & Health and Long Term Care insurance licenses, as well as his Notary Public certification. He received his Executive Certificate from Duke University in Certified Financial Planning as well as his Executive Certificate from The Wharton School of Business for completing the Certified Investment Management Analyst program.
