Pantelis Miliotis - CFP®
Associate Wealth Advisor
Pantelis Miliotis is an Associate Wealth Advisor at Pathfinder Wealth Consulting. In this role, he supports clients and prospective clients through the financial planning process and the ongoing management of their plans and investments.
Pantelis graduated from the University of North Carolina Charlotte in 2017 with degrees in Finance and Supply Chain Management. His interest in the financial industry led him to Vanguard, where he began his professional career. As he gained industry experience, his interest developed into a passion and prior to joining Pathfinder, Pantelis served as a High-Net-Worth Financial Advisor. In this role, he helped clients meet their unique goals and planning needs by delivering customized financial advice and portfolio management guidance.
Pantelis and his wife, Anastasia, live in Wilmington with their dog, Banks, and their cat, Bo. Outside of the office, Pantelis enjoys playing golf and spending time with friends and family. He and Anastasia also build life experiences together through traveling and making time to savor the local flavor of Wilmington, including relaxing on the beach, taking in a concert downtown, and dining at their favorite restaurants.
Professional Certifications, Licenses, and Designations:
- CERTIFIED FINANCIAL PLANNER™ Professional