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Milind Shah

Senior Account Executive

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Meet Milind

Since joining Benefit Quest in 2005, Milind has brought extensive experience in financial services, with a focus on proposal development, client engagement, and investment asset management. As a Certified Financial Planner (CFP), he delivers a thoughtful and disciplined approach that blends technical expertise with a strong sense of empathy, helping clients make informed financial decisions aligned with their goals.

Outside of work, Milind enjoys golf, fitness, and spending time unwinding with friends and family.

Fun Fact: Milind is a descendant of Indian royalty, a heritage that reflects a rich and storied family history.

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