Hi, I’m Bud Milligan, a CERTIFIED FINANCIAL PLANNER® professional and wealth manager with more than 14 years’ experience. Early in my career, I worked 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 decided to move to an independent broker dealer. With my industry experience, financial MBA, CFP® designation, and undergraduate degree in psychology, I provide personalized recommendations for my clients. They 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, where I realized the impact of finance on every aspect of our lives and wanted to find ways to help people manage that complexity.
Now, I am proud to manage the wealth for individuals who are professionals or executives in manufacturing, transportation/logistics, pharmaceuticals, and medical device industries. The services I provide include managing investments, financial and estate planning, tax 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 cats, and a bird. When I am not managing the practice, I enjoy golfing, running, hiking, camping, and fishing with my family.