MILESTONE FINANCIAL, LLC

Milestone Financial, LLC is in the business of using investors'funds to make or purchase loans secured by mainly California real estate and then to payout high yields to its investors from the points, interest and fees collected from its borrowers.

Milestone Financial Office

   
       
WIlliam R. Stuart WILIAM R. STUART
Founder & Managing Principal

William (“Will”) Stuart has been in the real estate lending and brokerage business for his entire professional career spanning over 25 years and has been located at the same location in Palo Alto since 1993. He currently serves as President of Page Mill Funding, a licensed real estate broker and manager of Milestone. Stuart also acts as a Vice President of Marcus & Millichap Real Estate Services, the nation's largest investment brokerage firm. Stuart has closed hundreds of transactions involving all forms of real estate and real estate loans throughout the Western United States with emphasis in California.

Stuart has extensive brokerage, lending and ownership experience in numerous types of real estate, including mobile home parks, industrial property, office property, retail shopping centers, residential land (subdivisions),and single tenant investments. Stuart also has extensive experience in real estate loan originations, escrows, exchanges, title abstracts, title insurance, and environmental compliance. He personally has represented numerous secured lenders including Wells Fargo, Citigroup, U.S. Small Business Administration, and U.S. Federal Bankruptcy Courts.

 


D  650.391.1806
603-719-4786
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DRE #00908287

 

       

Linda NorstromLINDA NORSTROM JONSSON
Operations Manager & Loan Processing

Linda has been with Milestone since its start in 2007 and is a licensed real estate agent. She has been working in the Real Estate field since 2003, as an operations manager for several very successful brokerages. Linda holds a B.S. from the University of Gothenburg.

 

D  800.351.5769
F  603.719.4786
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DRE #01810035

Alex MarquezALEX MARQUEZ
Loan Administration & Accounting

Alex has a background in supporting small to medium-size businesses in implementing processes and procedures that promote productivity while cutting costs.  Alex has a diverse background in real estate, legal, administrative and financial fields. He holds a B.A. from U.C. Berkeley.

D  408.687.0430
F  603.719.4786
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