Michael M. Milbee, CFP®

Michael M. Milbee, CFP®

President & Senior Wealth Advisor

Michael M. Milbee, CFP® started his career in finance in 2005, after graduating from Clemson University with a degree in Economics & Philosophy. He became a financial advisor with Waddell & Reed in 2008 during the economic recession. This shaped his experience as an advisor, giving him the knowledge to help his clients navigate future economic downturns and uncertainty. 

Michael formed Define Wealth Financial Group in 2021 when Waddell & Reed was acquired by LPL Financial. 

Michael currently lives in Hartsville, SC with his wife, Sarah, and their four children. When not in the office, he enjoys traveling, playing golf, and spending time with his kids.