Glen T. Milligan entered the business in 1985. He specializes in wealth management and corporate retirement plans. With the broad resources of Raymond James & Associates, and the many business contacts in the area, he has the experience available to help with personal and business matters. Individuals may need help with saving, investing, tax and protection planning. Corporate clients are assisted with cash management, retirement plan structure, ongoing reviews, and employee education.
Glen lives in White Lake Township, Michigan with his wife, Eve. He has two married children and two grandchildren. Glen received his undergraduate degree from the University of Michigan – Dearborn campus and his Masters degree from Central Michigan University. His credentials include being a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®), an Accredited Portfolio Management Advisor (APMA®) and an Accredited Investment Fiduciary (AIF®).
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.