Prev Bio
Next Bio
Petra Zunt

Petra Zunt,

AAMS® Client Solutions Architect, Accounting Associate

Petra is a Client Solutions Architect and Accounting Associate dedicated to providing high-quality client service and analysis. With The Millstone Evans Group team for over 15 years, she continues to be successful in assisting top-producing advisors and managing multiple assignments while meeting tight deadlines.

Petra has experience in retirement planning, distribution planning, education funding, wealth and portfolio management, estate and tax planning, charitable giving, operations and general office administration. She holds the Series7 and 66 licenses, is an Accredited Asset Management Specialist®, and her specialties include client service and problem solving, financial planning software, and special projects.

Recently, Petra received her Intuit QuickBooks Online Certified User and Bookkeeper Certificates from the International Association of Professions (IAP) Career College. In addition, she is fluent in Czech and is currently learning Spanish (and loving it). In her free time, Petra enjoys hiking and visiting historical sites.

Pursue your own definition of greatness
Prev Bio
Next Bio

This website (www.millstoneevans.com) (this “Website”) is owned and operated by The Millstone Evans Group, LLC (“The Millstone Evans Group”). The Millstone Evans Group offers investment advisory services and is registered with the U.S. Securities and Exchange Commission (“SEC”). SEC registration does not constitute an endorsement of the advisory firm by the SEC nor does it indicate that the advisory firm has attained a particular level of skill or ability. All content available on this Website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the Website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. Neither Millstone Evans Group’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if the Millstone Evans Group is engaged, or continues to be engaged, to provide investment advisory services. The information contained herein reflects the opinions and projections of The Millstone Evans Group as of the date hereof, which are subject to change without notice at any time. The Millstone Evans Group does not represent that any opinion or projection will be realized. Any performance information must be considered in conjunction with applicable disclosures. Past performance is not a guarantee of future results Click on the Key Disclosures tab at millstoneevansgroup.com to review important information.