Dina Milne | Boston, MA Financial Advisor | Adviser Investments
Dina Milne
Wealth Adviser
617.321.2200 Schedule a Meeting
617.321.2200

Dina Milne

Wealth Adviser


Background Experience

Dina works directly with clients to respond to all of their account needs, including recommending suitable investment strategies, providing comprehensive financial planning solutions, and expediting day-to-day transactions. She has worked in the financial services industry since 2009 and joined Adviser Investments in 2014. In 2022, she was honored in Boston magazine for the second time as a Five Star Wealth Manager. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and a member of the Financial Planning Association. Previously, Dina lived in Canada and worked as an account manager at the Royal Bank of Canada. She also worked as a financial adviser at Edward Jones. Dina has spent most of her life living and working abroad, and she studied in New Zealand, Italy and Egypt. She holds a B.A. in political science from the American University in Cairo. In 2022, she was honored in Boston magazine for the second time as a Five Star Wealth Manager. Prior to joining the financial services industry, she taught primary and secondary students in the United Arab Emirates.

Awards

Five Star Wealth Manager (2021, 2022)

Certifications

CFP®

The Best Financial Advice I Ever Received

When I started my first full time job in my early 20s, my Dad told me to start a savings strategy as soon as possible. Thanks to a disciplined approach and the power of compounding, that advice has really paid off.

Call: 617-321-2200
Address

85 Wells Avenue, Suite 109
Newton, MA 02494

Office Hours
  • Monday 8:00 am - 5:00 pm
  • Tuesday 8:00 am - 5:00 pm
  • Wednesday 8:00 am - 5:00 pm
  • Thursday 8:00 am - 5:00 pm
  • Friday 8:00 am - 5:00 pm
  • Saturday Closed
  • Sunday Closed

* All times are EDT

Focus Areas

Retirement Planning
Cash Flow Planning
Medicare Planning
Pension Analysis
Social Security Analysis
Employee Benefits Maximization

Dina's Latest Insights

For information on professional designations and credentials referenced on this page, please click here. For information on each industry award referenced on this page, please click here.

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