Glen Milligan

CFP®, APMA®, AIF®
Vice President, Investments

Glen entered the business in 1985. He specializes in working toward a goal with wealth management as a Certified Financial Planner™ and Accredited Portfolio Management Advisor. His Accredited Investment Fiduciary® Corporate designation focuses on creating successful retirement and retention plans. The Certified Exit Planning Advisor helps owners and officers make certain that the value of their company, and proper succession planning, is defined. The business and the person needs to be ready.

Using our partnership with the broad resources within Raymond James and many business contacts in the area, we have the experience available to help with personal and business matters.

Glen lives in White Lake with his wife, Eve. He has two married children and three grandchildren. He is truly part of the sandwich generation. He is also involved with numerous charitable ventures


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.