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About
Paul Clark serves as Principal and Chief Compliance Officer (CCO) at Mill Capital Management, LLC in Charlotte, NC, where he leverages over three decades of experience to advise multi-generational families and individuals on strategic financial planning, estate planning, and trust administration. As a founding principal, he is the primary point of contact for clients, coordinating holistic wealth management and compliance across the firm's integrated services, often in collaboration with clients' external advisors.
Before co-founding Mill Capital Management in 2021, Paul Clark was Senior Vice President and Senior Trust Team Manager at Wachovia/Wells Fargo's Trust and Wealth Management group, where he managed a comprehensive suite of financial and estate planning services for a diverse clientele. His areas of expertise span trust management, estate planning, investment management, and multi-generational wealth strategies, focusing on both traditional and complex asset classes for high-net-worth families.
Paul earned a Bachelor of Business Administration in Trust Management from Campbell University and an M.B.A. from Berry College, and holds the Certified Financial Planner® (CFP®) designation. He contributes to the industry as a board member of the Trust Education Foundation and is active in the Charlotte Estate Planning Council, reflecting his ongoing commitment to professional development and estate planning education.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Mill Capital Management, LLC | Principal and CCO | Mar 2021 to Present | — |
| Wells Fargo | SVP - Senior Trust Team Manager | Jun 1988 to Mar 2021 | — |
Education
Berry College
Master of Business Administration (M.B.A.)
1986 — 1988
Campbell University
Bachelor of Business Administration (BBA), Trust Management
1982 — 1986
Others at Mill Capital Management, LLC (1)
| Name | Role | Location |
|---|---|---|
| Principal | Charlotte, NC , United States |
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