Amy R Renee Milionis

Current Employers

Employment History

• 05/2005 → Present
  Ubs Financial Services Inc
  Greenville, SC

Other Businesses

1) Mauldin Longhorn Lacrosse / 115 Loblolly Lane / Mauldin / South Carolina / United States / 29607 / Association (e.g. Trade or Industry, Sport) / Boys Lacrosse League Ages 9-18 / To train boys to play lacrosse in the High School off season and to attend lacrosse tournaments in the High School off season / Member of Board of directors / Keep the accounting of expenses vs dues, deposit checks to a Mauldin Longhorn Lacrosse checking account, write checks from the same checking account with another board member, attend board meetings to make decisions for the future of the Lacrosse club. / Start Date 09/11/2017 /// 2) ST Michael Lutheran Church; Greenville, SC 29605; Church; Charity; To sit on the Finance Board of St Michael's Church. Assist the chair of the Finance Committee by doing research for solutions to financial questions for the church, to gather information to help the chair of the committee present solutions to the Church Council, to help brainstorm solutions for the church as it continues to grow with new members and banking services have to keep up with the growth.; be a member of the finance committee. We help the finance chair with anything to do with financial matters that the Church Council asks of us to solve or answer. I do not have any authority to make any decisions or control any money or investments. I help the chair of the committee and she sits on the Church Council. The Church Council does have the authority to make decisions for the church in financial matters. I am just a worker bee.; Start date: 6/1/2024 3. The Joint Revocable Trust of S.C.L and M. A.L U/A 12/31/2024, They are the personal assets of M. and S.L, SimpsonvilleSC United States-29681, I will be in charge of my parents assets that are titled in the trust if they become incapacitated and I will administer the trust after their passing. I am the successor trustee after both of my parents, Start date-12/31/2024. 4. The M.L and D.F Living Trust DTD 03/05/2025, Estate Planning, Boca Raton FL United States-33433, I am listed as the 4th successor trustee. The duties would be to manage the trust for the benefit of the three minor children if the grantors are both deceased and act as 4th successor trustee if the two grantors are both incapacitated, Start date-3/5/2025. 5. I.C.M, Durable Power of Atty, GreenvilleSCUnited States-29681, Conduct business on behalf of my son, START DATE-9/26/2025. 6. I.C.M., Executor of I.N. will, Greenville SC United States-29681, Settle I.N. estate if he passes, START DATE-9/26/2025. 7. C.M.C. Durable POA, to serve as third successor to the Durable Power of Attorney for neice, I was asked to serve as the third successor POA for Durable POA, start date-3/1/2024, FLUnited States-33445. 8. C. and C.M.C. Family Trust, revocable living trust estate planning have been requested to be second successor trustee, I was asked to serve as the second successor trustee for the living trust. The grantors are first co trustees, then indiv trustees. The grantors would both have to pass, then the first successor trustee will serve and then I am last resort, start date-3/1/2024, FLUnited States-33445. 9. C.M.C. Durable POA, to serve as third successor to the Durable Power of Attorney for nephew in law, I was asked to serve as the third successor POA for Durable POA, start date-3/1/2024, FLUnited States-33445

Exams

• S66 Uniform Combined State Law Examination
  2005-06-14
• S63 Uniform Securities Agent State Law Examination
  2003-11-21

Designations

Other Names

• Amy Renee Warnecke
• Amy Renee Milionis