William Milton Email & Phone Number
Senior Partner
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William Milton Location
- Mount Pleasant, SC, US
William Milton Work
- Senior Partner @ Oak Capital Management, LLC (June 2001 - Present)
William Milton Education
- Certified Financial Planner Board of Standards, Inc.
CFP®
2006-2008 - Georgia Southern University - College of Business Administration
MBA (Business and Management)
1992-1994 - Morehouse College
B.S. (Biology)
1982-1986
William Milton Skills
- Retirement Planning
- Financial Services
- Wealth Management
- Insurance Planning
- Estate Planning Strategies
- Investment Planning
- Investment Services
- Education Planning Strategies
William Milton Summary
- William Milton, based in Mount Pleasant, SC, US, is currently a Senior Partner at Oak Capital Management, LLC. William Milton holds a 2006 - 2008 CFP® @ Certified Financial Planner Board of Standards, Inc.. With a robust skill set that includes Retirement Planning, Financial Services, Wealth Management, Insurance Planning, Estate Planning Strategies and more. William Milton has 1 emails and 2 mobile phone numbers on RocketReach.
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