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Marc Milic

Partner, Senior Wealth Advisor

Douglas C. Lane & Associates, Inc

United States, New York, New York

About Me

Marc graduated from Duquesne University in Pittsburgh, PA in 1991 where he earned a Bachelor of Science in Finance and Economics. He is a CERTIFIED FINANCIAL PLANNER™ certificant, a Retirement Income Certified Professional® (RICP®), and he has a Master of Science in Financial Services (MSFS) degree from the Richard D. Irwin Graduate School at The American College in Bryn Mawr, PA. Marc has completed coursework in estate planning at New York University School of Professional Studies, and he has completed the CFP ® Board Financial Planning Teaching Program at Columbia University School of Professional Studies. Prior to joining DCLA in 2002, Marc worked for Union Bank of Switzerland, Donalds

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Profile Information

Partner, Senior Wealth Advisor

Douglas C. Lane & Associates, Inc

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

New York

New York

United States

Aug 11, 2025

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