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

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

CERTIFIED FINANCIAL PLANNER™ professional

(843) 849-7878 x 150

william.milton@oakcapitalmgt.com

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.

Education:

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.

Family:

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

Interests:

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

This website uses tracking technologies to enable our website functionalities, to enhance user experience or to analyze performance and traffic. We may also share information about your use of our site with our analytics partners. We do not sell your information or share it for purposes of cross-contextual advertising. For more details on the data we process, see our Privacy Policy.