Skip to content
Milestone Wealth
  • Our Team
  • True Influence Formula
    • Business Owners
    • Women In Transition
    • Retirement Planning
  • Financial Planning Resources
  • Contact Us
  • Client Access
  • Home
  • Our Team
  • True Influence Formula
    • Business Owners
    • Women In Transition
    • Retirement Planning
  • Financial Planning Resources
  • Contact Us
  • Client Access
  • Home

Contact Us
252-756-7005

Client Spotlight

Read more about the article Client Spotlight: Tony & Jarma Khoury

Client Spotlight: Tony & Jarma Khoury

  • Post published:April 10, 2025
  • Post category:Client Spotlight

Tony’s father emigrated from Lebanon in 1960, settling in Youngstown, Ohio. This area was known for having a healthy mix of immigrants, and Tony fondly remembers growing up with Italians,…

Continue ReadingClient Spotlight: Tony & Jarma Khoury
Read more about the article Client Spotlight: Ken Hunt

Client Spotlight: Ken Hunt

  • Post published:January 28, 2025
  • Post category:Client Spotlight

Ken Hunt, Dave’s Uncle, was born in 1937 in Morris, Illinois. When he was eight years old, his parents decided their three boys should be raised in the countryside. Ken…

Continue ReadingClient Spotlight: Ken Hunt
Read more about the article Client Spotlight: David & Sydney Womack

Client Spotlight: David & Sydney Womack

  • Post published:August 29, 2024
  • Post category:Client Spotlight

The Womacks grew up in the same small town of Danville, Virginia. They were two years apart in school, but their families went to the same church. Sydney was dating…

Continue ReadingClient Spotlight: David & Sydney Womack
Read more about the article Client Recipe: Strawberry Pie

Client Recipe: Strawberry Pie

  • Post published:May 22, 2024
  • Post category:Client Spotlight

In our recent Client Spotlight featuring Alice Hunt, mother of Milestone Wealth founder Dave Hunt, we mentioned she has enjoyed baking and cooking throughout her life. One of her family's…

Continue ReadingClient Recipe: Strawberry Pie
Read more about the article Client Spotlight: Alice Hunt

Client Spotlight: Alice Hunt

  • Post published:May 10, 2024
  • Post category:Client Spotlight

Every client spotlight is special, but this edition features none other than Dave’s mom, Alice Hunt. Born in Minneapolis in 1937, Alice enjoyed the cold winters as a child. She…

Continue ReadingClient Spotlight: Alice Hunt
Read more about the article Milestone Client Spotlight: Lawrence Behr
Behr and daughter Jennifer celebrate LBA Group’s 60th anniversary

Milestone Client Spotlight: Lawrence Behr

  • Post published:February 26, 2024
  • Post category:Client Spotlight

Lawrence Behr was born in New Jersey to a Mexican father and a Hudson River Dutch mom, providing a culturally blended household. His dad was in management for Dupont, and…

Continue ReadingMilestone Client Spotlight: Lawrence Behr

Client Recipes: Margo Babb’s Favorite Recipes

  • Post published:January 17, 2024
  • Post category:Client Spotlight

Our most recent Client Spotlight featured Margo Babb, an amazing lady who shared some great stories about her family. As part of our conversation, she also shared two beloved family recipes.

Continue ReadingClient Recipes: Margo Babb’s Favorite Recipes

Milestone Wealth Client Spotlight: Margo Babb

  • Post published:December 13, 2023
  • Post category:Client Spotlight

Having enjoyed Margo as a Milestone Wealth client for over 10 years, we’re happy she’s here!

Continue ReadingMilestone Wealth Client Spotlight: Margo Babb

Milestone Wealth Client Spotlight: Jack & Teri Bray

  • Post published:July 19, 2023
  • Post category:Client Spotlight

Milestone Wealth clients Jack & Teri Bray have been working with Dave for over 20 years. A work relocation brought them to Greenville in 2001, and they wanted a personal…

Continue ReadingMilestone Wealth Client Spotlight: Jack & Teri Bray
Read more about the article Milestone Client Spotlight: Greg & Laura Sweet

Milestone Client Spotlight: Greg & Laura Sweet

  • Post published:April 19, 2023
  • Post category:Client Spotlight

Greg and Laura Sweet family have been clients of Milestone Wealth for almost 8 years. They met many years ago during a prayer meeting at St Peter’s Church in Greenville,…

Continue ReadingMilestone Client Spotlight: Greg & Laura Sweet

Recent Posts

  • Client Spotlight: Tony & Jarma Khoury
  • Thoughts on the Markets, April 3rd
  • Team Recipe: Logan’s Taco Soup
  • Client Spotlight: Ken Hunt
  • Join Our Team: Associate Wealth Manager

Categories

  • Articles
  • Business Owners
  • Charitable Giving
  • Client Spotlight
  • Community
  • Company News
  • Efficiency
  • Family Matters
  • Financial Markets
  • Financial Planning
  • Flash Report
  • Greenville NC
  • Health & Wellness
  • Investments
  • Opinion
  • Recipes
  • Uncategorized
  • Wealth Management
  • Webinars

Contact Us

Phone: 252-756-7005
Toll Free: 877-706-7005
Fax: 252-756-7064

Address:
500 Red Banks Rd STE D, Greenville, NC 27858
Map & Directions

Quick Nav
  • Our Financial Planning Team
  • Business Owners
  • Second Opinion Service
  • Our Approach
  • Financial Planning &
    Wealth Management Resources
  • Contact Us
  • Client Portal
  • Form CRS
  • The Benefits of Hiring a Financial Planner
Broker check professional wealth management

©2022 Capital Developers LLC dba Milestone Wealth. 

Click here to view our legal disclosure.
  • Our Team
  • True Influence Formula
    • Business Owners
    • Women In Transition
    • Retirement Planning
  • Financial Planning Resources
  • Contact Us
  • Client Access
  • Home
  • Our Team
  • True Influence Formula
    • Business Owners
    • Women In Transition
    • Retirement Planning
  • Financial Planning Resources
  • Contact Us
  • Client Access
  • Home
  • Our Team
  • True Influence Formula
    • Business Owners
    • Women In Transition
    • Retirement Planning
  • Financial Planning Resources
  • Contact Us
  • Client Access
  • Home