Clifton Mc Millan is a financial advisor with White Wing Wealth Management, LLC in The Woodlands, TX, holding a Series 66 designation and 20 years of industry experience. His prior work includes positions at Ameriprise and Investment Professionals, Inc. White Wing Wealth Management serves individual clients, corporations, and other business entities with portfolio management, financial planning, retirement plan consulting, and cash-management services. The firm customizes advice and portfolio construction based on clients’ investment objectives, time horizon, and risk tolerance, primarily using mutual funds and ETFs, and offers ongoing monitoring with annual formal reviews.

Meredith Stewart is a financial advisor at White Wing Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Coast to Coast Surrogacy and Tomball ISD. White Wing Wealth Management serves individual clients, including high-net-worth individuals, corporations, and other business entities with portfolio management, financial planning, retirement plan consulting, and cash-management services. The firm uses mutual funds and ETFs to construct portfolios tailored to clients’ investment objectives, time horizons, and risk tolerances, providing ongoing monitoring and periodic rebalancing.