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Jonathan Millican, Cfp® Email & Phone Number

Director of Financial Planning at Savant Wealth Management
Location: Birmingham, Alabama, United States 6 work roles 1 school
2 work emails found @bridgeworthllc.com 4 phones found area 205 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 4 phones

Work email j****@bridgeworthllc.com
Direct phone (205) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Savant Wealth Management
Role
Director of Financial Planning
Location
Birmingham, Alabama, United States
Company size
160 employees

Who is Jonathan Millican, Cfp®? Overview

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Quick answer

Jonathan Millican, Cfp® is listed as Director of Financial Planning at Savant Wealth Management, a with 160 employees, based in Birmingham, Alabama, United States. AeroLeads shows a work email signal at bridgeworthllc.com, phone signal with area code 205, and a matched LinkedIn profile for Jonathan Millican, Cfp®.

Jonathan Millican, Cfp® previously worked as Private Client Group Leader at Savant Wealth Management and Director of Planning at Bridgeworth, Llc. Jonathan Millican, Cfp® holds B.S. In Human Environmental Sciences, Summa Cum Laude, Consumer Science With Concentration In Family Financial Planning from University Of Alabama.

Company email context

Email format at Savant Wealth Management

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*@bridgeworthllc.com
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AeroLeads found 2 current-domain work email signals for Jonathan Millican, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Jonathan Millican, Cfp®

From our founding in 2008, financial planning has been the cornerstone of Bridgeworth Wealth Management. With this same focus in mind, Bridgeworth joined Savant Wealth Management, a fee-only SEC Registered Investment Adviser and fiduciary firm. Savant is a nationally recognized firm that has operated for over 35 years with offices across the U.S. and now Alabama.I have been involved in the financial services industry since 2002, including as a financial advisor and director of planning for Bridgeworth from 2017 until it joined with Savant in 2023. Prior to joining Bridgeworth, I was director of financial planning and a shareholder for a registered investment adviser firm.

Listed skills include Investment Advisor, Investment Management, Financial Planning, Estate Planning, and 1 others.

Current workplace

Jonathan Millican, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Savant Wealth Management
Savant Wealth Management
Director of Financial Planning
rockford, illinois, united states
Website
savantwealth.com
Employees
160
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Company profile
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6 roles · 22 years

Jonathan Millican, Cfp® work experience

A career timeline built from the work history available for this profile.

Private Client Group Leader

Savant Wealth Management

Birmingham, Alabama, United States

Bridgeworth joined forces with Savant Wealth Management on November 30, 2023.

Director Of Planning

Bridgeworth, Llc

Birmingham, Alabama

Bridgeworth Wealth Management is an independent Registered Investment Adviser (RIA) founded by a group of CERTIFIED FINANCIAL PLANNER™ professionals who have been in practice together since 1988. Our firm adheres to the fiduciary standard of acting in our clients’ interests at all times while providing holistic financial planning and wealth management experience. The firm consists of more than 50 advisors and staff members, each with distinct talents, abilities, and areas of experience in financial planning. With more than 23 CERTIFIED FINANCIAL PLANNER™ professionals, Bridgeworth Wealth Management is one of the largest groups of CFP® practitioners in the region with offices in Birmingham and Huntsville. Many advisors have additional credentials including Chartered Financial Analyst® charter holder (CFA®), Certified Public Accountants (CPA), Chartered Retirement Planning Counselor® designees (CRPC®), and Chartered Financial Consultant® designees (ChFC®). Whether you need guidance with your retirement planning, prudent asset management, assistance with education planning, or leaving a legacy to your family or favorite charity, we can provide the strategies and common sense direction to work toward your goals and objectives.

Jan 2017 - Dec 2023

Director Of Financial Planning Operations

Kinsight, Llc

Birmingham, Alabama

Coordinate efforts of employees in delivering financial planning services to firm’s affluent and ultra-affluent client families.

2009 - Jan 2017

Financial Planner

Kinsight, Llc

Birmingham, Alabama

Develop customized, holistic financial plans emphasizing life goals and integrating incometax, investments, insurance analysis, cash flow and estate planning for affluent and ultra-affluent clients. I also coordinate with client’s other professional advisors to implement recommendations and identify planning opportunities.

2005 - Jan 2017

Paraplanner

Kinsight, Llc

Birmingham, Alabama

Jun 2002 - 2004
Team & coworkers

Colleagues at Savant Wealth Management

Other employees you can reach at savantwealth.com. View company contacts for 160 employees →

CK Candice Keen Candice Keen Colleague at Savant Wealth ManagementRoscoe, Illinois, United States View → LD Lori Dredske Lori Dredske Colleague at Savant Wealth ManagementGreater Rockford Area, United States View → BB Brandon Boyer Brandon Boyer Colleague at Savant Wealth ManagementChicago, Illinois, United States View → ZI Zach Ivey, Cfa, Cfp® Zach Ivey, Cfa, Cfp® Colleague at Savant Wealth ManagementBirmingham, Alabama, United States View → CS Chuck Steege, Cfp®, Cep, Cka® Chuck Steege, Cfp®, Cep, Cka® Colleague at Savant Wealth ManagementDoylestown, Pennsylvania, United States View → WK Wyatt Kiedrowski Wyatt Kiedrowski Colleague at Savant Wealth ManagementFullerton, California, United States View → RF Renee Forberg Renee Forberg Colleague at Savant Wealth ManagementRockton Township, Illinois, United States View → SS Stephanie Souza Rasmann Stephanie Souza Rasmann Colleague at Savant Wealth ManagementRockford, Illinois, United States View → BG Brad Goodman Brad Goodman Colleague at Savant Wealth ManagementDenver Metropolitan Area, United States View → WV Will V. Gunlicks, Cfp® Will V. Gunlicks, Cfp® Colleague at Savant Wealth ManagementChicago, Illinois, United States View →
1 education record

Jonathan Millican, Cfp® education

FAQ

Frequently asked questions about Jonathan Millican, Cfp®

Quick answers generated from the profile data available on this page.

What company does Jonathan Millican, Cfp® work for?

Jonathan Millican, Cfp® works for Savant Wealth Management.

What is Jonathan Millican, Cfp®'s role at Savant Wealth Management?

Jonathan Millican, Cfp® is listed as Director of Financial Planning at Savant Wealth Management.

What is Jonathan Millican, Cfp®'s email address?

AeroLeads has found 2 work email signals at @bridgeworthllc.com for Jonathan Millican, Cfp® at Savant Wealth Management.

What is Jonathan Millican, Cfp®'s phone number?

AeroLeads has found 4 phone signal(s) with area code 205 for Jonathan Millican, Cfp® at Savant Wealth Management.

Where is Jonathan Millican, Cfp® based?

Jonathan Millican, Cfp® is based in Birmingham, Alabama, United States while working with Savant Wealth Management.

What companies has Jonathan Millican, Cfp® worked for?

Jonathan Millican, Cfp® has worked for Savant Wealth Management, Bridgeworth, Llc, and Kinsight, Llc.

Who are Jonathan Millican, Cfp®'s colleagues at Savant Wealth Management?

Jonathan Millican, Cfp®'s colleagues at Savant Wealth Management include Candice Keen, Lori Dredske, Brandon Boyer, Zach Ivey, Cfa, Cfp®, and Chuck Steege, Cfp®, Cep, Cka®.

How can I contact Jonathan Millican, Cfp®?

You can use AeroLeads to view verified contact signals for Jonathan Millican, Cfp® at Savant Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Jonathan Millican, Cfp® attend?

Jonathan Millican, Cfp® holds B.S. In Human Environmental Sciences, Summa Cum Laude, Consumer Science With Concentration In Family Financial Planning from University Of Alabama.

What skills is Jonathan Millican, Cfp® known for?

Jonathan Millican, Cfp® is listed with skills including Investment Advisor, Investment Management, Financial Planning, Estate Planning, and Personal Risk Management.

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