Mary H Millitzer

Current Employers

Employment History

• 06/2014 → 09/2020
  New York Life Investments
  New York, NY
• 08/2018 → 09/2020
  New York Life Insurance Co.
  New York, NY
• 06/2014 → 09/2020
  Nylife Distributors Llc
  New York, NY
• 08/2018 → 08/2019
  Nylife Securities Llc
  New York, NY
• 09/2020 → 07/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Cincinnati, OH
• 10/2020 → 07/2023
  Bank Of America N.A.
  Cincinnati, OH
• 08/2023 → 06/2025
  Lpl Financial Llc
  Cincinnati, OH
• 09/2023 → Present
  Wealth Enhancement Group
  Cincinnati, OH
• 09/2023 → Present
  Wealth Enhancement Advisory Services
  Cincinnati, OH
• 09/2023 → Present
  Wealth Enhancement Brokerage Services
  Cincinnati, OH

Previous Registrations

• 2020-10-12 → 2023-07-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Cincinnati, OH
  New York, NY
• 2019-08-23 → 2020-09-08
  Eagle Strategies Llc
  New York, NY
• 2014-09-09 → 2018-08-08
  New York Life Investment Management Llc
  New York, NY
  New York, NY

Other Businesses

WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Registered Investment Advisor Hybrid - Advisor - Investment Related - At Reported Business Location(s) - Start Date 09/05/2023 - 160 Hours per Month/ 8 Hours During Trading - I provide investment advisory services through WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity in 9/27/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. Junior League of Cincinnati - Non-Investment Related - Cincinnati, OH - Active Member/Volunteer - Start Date: 06/2026 - 20 Hours Per Month, 0 Hours Spent During Trading Hours. Contemporary Arts Center - Non-Investment Related - Cincinnati, OH - Board of Trustees - Start Date: 07/23/2025 - 2 Hours Per Month, 0 Hours Spent During Trading Hours. Wealth Enhancement Group - Non-Investment Related - Cincinnati, OH - Fixed Insurance - Financial Advisor - Start Date: 08/2024 - 0 Hours Spent Per Month, 0 Hours Spent During Trading Hours.

Exams

• S66 Uniform Combined State Law Examination
  2014-09-08

Designations

Other Names

• Mary Taliaferro
• Mary Hollis Taliaferro
• Mary H Taliaferro