Hi, I’m Bud Milligan, and I am an independent financial advisor and wealth manager. I have more than 12 years’ experience working for large financial firms, where I noticed that companies who owned their own products often recommended them without consideration of competitive products and services. That’s why I made the decision to move to an independent broker dealer. With my industry experience, financial MBA, undergraduate degree in psychology, and a drive to provide personalized recommendations, my clients know they can depend on a carefully crafted plan to pursue their financial needs without the often product-motivated approach of larger companies.
Soon after my service as a United States Marine, I was an employee benefits consultant to small and medium sized employers for a large health insurance company. I enjoyed working with employers and their employees because I was able to quickly make a positive impact on large numbers of people and their families. I eventually earned my financial MBA in 2006, where I realized the impact of finance on every aspect of our lives and wanted to find ways to help people manage that complexity. At the time, I was a marketing manager for a major pharmaceutical company, and I knew I would have to change careers. In 2011, I made that career change when I saw the opportunity, and I have been growing my client base since.
Now, I am proud to manage the wealth for individuals who are professionals or executives in manufacturing, transportation/logistics, pharmaceuticals, and medical device industries. Wealth management services include managing investments, financial and estate planning, and risk management planning. I also help businesses and employers manage their retirement plans through plan design, platform selection, financial wellness classes, and executive benefits.
I live in Hernando, MS with my wife, two daughters, two dogs, two birds, and a cat. When I am not managing the practice, I enjoy golfing, running, hiking, camping, and fishing with my family.