William J. Milton, Jr., MBA, CFP®, ChFC®, CLU®

As a CERTIFIED FINANCIAL PLANNER, professional I am dedicated to helping individuals, businesses and organizations build their financial futures.

I have been in the financial services industry for over 20 years and I truly get satisfaction out of helping individuals, businesses and organizations reach their financial goals.


I received the CERTIFIED FINANCIAL PLANNER™ professional designation from the Certified Financial Planner Board of Standards, Inc. I received my MBA from Georgia Southern University in Statesboro, Georgia. I have a Bachelor of Science degree from Morehouse College in Atlanta, Georgia. In addition, I regularly take continuing education courses to keep up with any changes in the financial services industry, which allows me to better serve my clients and the community.


I am married to Dominique Milton and we have three children; Gabrielle, William III and Dahnielle.


I enjoy reading, listening to a variety of different music, playing sports, working in the community and spending quality time with my family.


CFP™, CERTIFIED FINANCIAL PLANNER™, and CFP ® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.