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Milton T
CFP®, Series 63, Series 65
Sugar Land, TX
Trinity Neches
Milton Thiel Jr. is a CFP® professional with 23 years of industry experience, currently serving at Trinity Neches since 2016. He holds Series 63 and Series 65 licenses and participates as a board member for the Fort Bend County Toll Road Authority and the Fort Bend Grand Parkway Toll Road Authority. Trinity Neches offers discretionary private wealth management, financial planning, and corporate retirement plan advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a blended investment process incorporating fundamental, technical, and cyclical analysis and manages customized portfolios on a discretionary basis aligned with client goals and risk tolerance.
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