Board member
Charles (Charlie) Heekin is the Founder and Managing Partner of Millennial Wealth Advisors, a
Florida-based independent investment advisory firm dedicated to helping individuals and
families build and preserve generational wealth. With more than 35 years of experience in
finance, Charlie began his career in commercial banking before spending a decade in
institutional equity sales at leading firms including Salomon Brothers, Donaldson Lufkin &
Jenrette, and Credit Suisse.
A lifelong advocate for giving back, Charlie is passionate about leveraging his financial acumen
and extensive network to advance meaningful philanthropic causes. Originally from Cincinnati
and a longtime Chicago resident (where his two adult sons still live), Charlie and his wife Grace relocated to Delray Beach, Florida, in 2020. Outside of work, he is an avid golfer, skier, art collector, and live-music enthusiast.
