Private Advisor, Managing Director
Ken has served wealthy clients since 2001. Ken’s team has helped dozens of business owners, executives, and entrepreneurs implement customized solutions for wealth management, estate planning and investment management strategies. His team has successfully guided multiple business owners through the sale of their business, executives through the IPO process; and has helped many families plan for a meaningful retirement and the transfer of wealth to their loved ones.
Ken graduated with distinction from the United States Naval Academy at Annapolis Maryland in 1992, with a B.S. in Physics and subsequently served as an officer in the United States Navy for six years. Ken received advanced engineering training at the Naval Nuclear Power School and completed several strategic deterrent patrols aboard USS Rhode Island (SSBN -740), a nuclear powered ballistic missile submarine.
Ken Milano earned an MBA from Stanford University in 2000. Upon completing his MBA, Ken served as a Strategic Consultant in Sydney, Australia. Prior to joining Rockefeller Capital Management in 2020, Ken spent over nine years at Morgan Stanley and ten years at Merrill Lynch in Scottsdale, Arizona. *He has been recognized as one of “Forbes Best-in-State Wealth Advisors” for the past four years.
Ken and his wife Jolene live in North Scottsdale. They have two adult children. He enjoys golf, competitive tournament poker, good food, and travel.
*The Forbes “Best in State Wealth Advisors” rankings discussed above were designated in 2017, 2018, 2019, and 2020 and last for a period of one year until new rankings are released.
Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.