Milan Patel - Email & Phone Number

Alternative Investments Associate at Sfmg Wealth Advisors

Milan Patel is based out of Dallas-Fort Worth Metroplex and works at Sfmg Wealth Advisors as Alternative Investments Associate.

Milan Patel's Contact Information

Milan Patel's Work email

m*****@sfmg***.com

Valid

Latest update

October 26, 2025

Location

Dallas-Fort Worth Metroplex

Milan's current employer

Sfmg Wealth Advisors

Description

At SFMG Wealth Advisors, we're an independent wealth management firm delivering unbiased financial and investing advice to exceed your ne...

Website

sfmg.com

HQ Location

Plano, TX, United States

Number of employees

11-50

Industry

Investment Management

Latest update

April 30, 2024

Read about Sfmg Wealth Advisors

Frequent questions about Milan Patel

What company is Milan Patel working for?

Milan Patel works for Sfmg Wealth Advisors.

What is Milan Patel's function at Sfmg Wealth Advisors?

Milan Patel is Alternative Investments Associate at Sfmg Wealth Advisors.

Where is Milan Patel based?

Milan Patel is based out of Dallas-Fort Worth Metroplex.

What is Milan Patel's work email address?

Milan Patel's professional email address is m*****@sfmg***.com

Who are Milan Patel's co-workers?

Milan Patel's colleagues are Ryan Blair, Kevin Margolis, Greg Morgan, Shashin Shah, Taylor Nipp, David White, Melissa Hawkins, Devin DeLapp, Nick Gaumer, Crystal Billing, Griffon Rubin, Michael Cowles, Garrett Cayet, Chase Corallo, Tyler Floyd, Stephanie Poorman, David Gamble, Craig Greenway, Gay Lewis, Emerald Ward, Dimitrian Jimenez, Shannon Pope, Andrea Corkovic, Barry Evans, Tyler Young, Tre-Reginal Turner.

Milan's co-workers

Ryan Blair

President & Managing Director

Kevin Margolis

Managing Director and CEO

Greg Morgan

Founder - Managing Director

Director Of Operations

Devin DeLapp

Wealth Advisor

Nick Gaumer

Manager of Trading and Compliance

Chief Investment Officer

Senior Financial Planner

David Gamble

Senior Wealth Advisor

Craig Greenway

Stakeholder & Mentor

Gay Lewis

Sr Client Service Specialist

Emerald Ward

Associate Financial Planner

Dimitrian Jimenez

Associate Financial Planner

Shannon Pope

Manager of Financial Planning

Andrea Corkovic

Financial Planning Analyst

Barry Evans

Senior Wealth Advisor

Tyler Young

Manager of Investment Research / Wealth Advisor

Tre-Reginal Turner

Alternative Investments Operations Associate

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