Millicent Asuncion

Millicent Asuncion (Milli)

Senior Client Services Associate

Milli is a Senior Client Services Associate, supporting all the client service and advisory functions at Ocean Heights Advisors.

Milli has 16 years’ experience in the financial services industry. Most recently, she was a Senior Client Services Associate at the Los Angeles wealth management firm LourdMurray. Prior to this position, she held client service and operations roles at SEIA and Lenox Advisors.

Milli graduated Summa Cum Laude from DeVry University with a Bachelor of Science in Business Administration, majoring in Finance. She came to the U.S. from the Philippines in 2002 and has lived in Southern California ever since. She enjoys spending time with her husband and their 15-year-old miniature pinscher, Terra.

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Some interesting facts about Milli

Milli visited Alaska to see iceberg calving and was able to hold glacial ice. She also had the opportunity to witness the annual salmon run.
Milli has visited 22 States so far and has a goal to visit all 50 States in the future.
Milli enjoys music and singing. She has her own karaoke at home!