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Meet The Team

With our team's experience, training and knowledge of financial products and services, our clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.

Our Team

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

Certified Financial Plannerâ„¢

(843) 849-7878 x 150

Mobile: (843) 693-0962

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.