Trip Millikin, CFP
Trip specializes in financial problem solving for high net worth families. He has over 30 years of experience in estate and trust planning, investment management, risk management, and taxation. Prior to joining Aurora Trip worked most recently at Granite Investment Advisors where he specialized in working with clients to establish annual budgets and forecast future cash flows to help pre-retirees plan for retirement. He also managed client portfolios and performed client cash flow analysis to help set sustainable draws.
Prior to joining Aurora in January 2013, Trip was responsible for financial planning and client relationship management at Granite Investment Advisors (formerly Boston Private Value Investors) where he worked for 10 years. Trip spent 15 years working in trust and estate planning as a Private Banker for Bank of Boston. He was responsible for solving financial problems for individuals through the use of estate planning and implementing appropriate solutions. He also worked for The Washington Trust Company Trust establishing their Providence, RI office. He began his career working with individuals in financial management at Fidelity Investments in 1983 after graduating from Babson College.
Trip is very community oriented. He is the president of the Westport Land Conservation Trust in Westport, MA where he lives with his wife. He also is a member of the Town of Westport Agricultural/Open Space Preservation Trust Council and recently was elected as a Corporate Trustee of The Trustees of Reservations.