Bank appoints Millman to draw out Florida's "tremendous" business potential. Mellon Financial's Private Wealth group has expanded its operations in Florida and appointed Amy Millman, formerly a senior v.p. with Mellon's Charitable Gift Services, as head of business development in the state.

Millman, who reports to Florida regional president Mario Trueba, will oversee Mellon's wealth-management business development efforts through Private Wealth's 19 offices in Florida, including Mellon's newest office in Vero Beach.

Sharp market insights

"Florida is a region with tremendous opportunity for Private Wealth Management," says West Palm Beach, Fla.-based Trueba. "With her leadership talents, strong client and community focus, and sharp market insights, Amy will be able to grow Mellon's client base here as she did so successfully in our Charitable Gift Services group."

In her former role, Millman was responsible for marketing and sales of Mellon's charitable gift services to not-for-profit institutions. She also spent five years developing new business opportunities to deliver Mellon's wealth planning, investment management and financial management services to high net worth individuals and families.

Before joining Mellon in 1994, Millman was a v.p. at a national brokerage house, responsible for sales and marketing of the firm's investment management division.

Sales directors Elliana Tanos and Kerry Perl report to Millman. Tanos has nearly 15 years of experience in investments and finance, private banking, and trust and estate planning. 

Perl, who comes to Mellon from Bank of America, was national sales manager for the investment-advisor division of Columbia Management, Bank of America's management arm.

Mellon Private Wealth Management group, part of Mellon's Boston-based asset-management division, has more than 60 offices in California, Colorado, Delaware, Florida, Georgia, Maryland, Massachusetts, Nevada, New Jersey, New York, Ohio, Pennsylvania, Rhode Island and Washington. In all, Pittsburgh-based Mellon Financial has about $4.9 trillion in assets under management, administration or custody, including $808 billion under management. -FWR

.