Senior vice president of investments, Millstone Evans Group of Raymond James
Sacha Millstone doesn’t need anyone to create a path, she creates her own. “I came into the business because I wanted to do socially responsible investing,” she said.
Growing up in Washington, D.C., in the '60s made her open to doing things in a different way, she said. Entering the industry in the early '80s, she espoused additional nonmainstream ideas, becoming an early adherent of financial planning and embracing niche client groups such as the LGBT community, women and those who have suddenly acquired wealth.
"The financial planning approach was so unusual early on that 90% of contacts became clients," Ms. Millstone said.
Her hallmark talent is being a visionary; Ms. Millstone acknowledged that she was ahead of her time when she started out.
She is now applying her vision to support Funding the Future, a nonprofit run by a rock and roll guitarist who has a passion for financial literacy. He does presentations at schools, playing music and telling stories about the ups and downs of starting a band, while weaving in financial planning principles such as saving, compounding and credit scores.
The charity also partners with other financial literacy organizations to continue the learning momentum.
"It's the best delivery mechanism I've ever seen," Ms. Millstone said.
— Deborah Nason