Private Client Group Leader
CurrentBridgeworth joined forces with Savant Wealth Management on November 30, 2023.
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@bridgeworthllc.com
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4 phones found area 205
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LinkedIn matched
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Jonathan Millican, Cfp® is listed as Financial Advisor, Private Client Group Leader at Savant Wealth Management, a company 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.
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AeroLeads found 2 current-domain work email signals for Jonathan Millican, Cfp®. Compare company email patterns before reaching out.
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.
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Birmingham, Alabama, United States
Bridgeworth joined forces with Savant Wealth Management on November 30, 2023.
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.
Birmingham, Alabama
Coordinate efforts of employees in delivering financial planning services to firm’s affluent and ultra-affluent client families.
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.
Birmingham, Alabama
Other employees you can reach at savantwealth.com. View company contacts for 160 employees →
Lori Dredske
Colleague at Savant Wealth Management
Greater Rockford Area, United States
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MJ
Matilda Jones
Colleague at Savant Wealth Management
Harrington, Delaware, United States, United States
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MH
Melissa Howard, Fpqp
Colleague at Savant Wealth Management
Lincolnshire, Illinois, United States, United States
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MO
Melissa Orlando, Ea
Colleague at Savant Wealth Management
United States, United States
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MK
Marly K. Green, Cfp®
Colleague at Savant Wealth Management
Greater Birmingham, Alabama Area, United States
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LT
Lucy Thompson
Colleague at Savant Wealth Management
Birmingham, Alabama, United States, United States
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JG
Jeris Gaston Cfp® Crpc®
Colleague at Savant Wealth Management
Birmingham, Alabama, United States, United States
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MW
Matt Witter, Cfp®, Cep, Chfc®, Aif®
Colleague at Savant Wealth Management
Greater Philadelphia, United States
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GG
Gabriel Gonzalez
Colleague at Savant Wealth Management
Greater Chicago Area, United States
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HB
Hayden Barnes
Colleague at Savant Wealth Management
Birmingham, Alabama, United States, United States
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Quick answers generated from the profile data available on this page.
Jonathan Millican, Cfp® works for Savant Wealth Management.
Jonathan Millican, Cfp® is listed as Financial Advisor, Private Client Group Leader at Savant Wealth Management.
AeroLeads has found 2 work email signals at @bridgeworthllc.com for Jonathan Millican, Cfp® at Savant Wealth Management.
AeroLeads has found 4 phone signal(s) with area code 205 for Jonathan Millican, Cfp® at Savant Wealth Management.
Jonathan Millican, Cfp® is based in Birmingham, Alabama, United States while working with Savant Wealth Management.
Jonathan Millican, Cfp® has worked for Savant Wealth Management, Bridgeworth, Llc, and Kinsight, Llc.
Jonathan Millican, Cfp®'s colleagues at Savant Wealth Management include Lori Dredske, Matilda Jones, Melissa Howard, Fpqp, Melissa Orlando, Ea, and Marly K. Green, 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.
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.
Jonathan Millican, Cfp® is listed with skills including Investment Advisor, Investment Management, Financial Planning, Estate Planning, and Personal Risk Management.
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