Milton joined Rick Henderson’s growing team in October 2018 and has focused on helping Rick leverage new technology and systems to continue to elevate the client experience. Milton also works directly with clients helping them create financial plans that will successfully address short-term needs and long-term goals. He is wholly dedicated to the well-being of those he works with, and closely monitors financial market trends to quickly inform the team and modify any accounts when it is necessary.
Milton first became interested in finance in high school, where he interned at an insurance brokerage firm each summer. Those summers provided the foundation and inspiration for him to pursue financial planning as a career. Milton graduated from the University of Georgia, one of the nation’s top CFP® Board Registered programs, in December 2016, with a BSFCS in Financial Planning and also obtained his Certificate of Financial Planning. Milton is studying for the CFP® exam to attain his CERTIFIED FINANCIAL PLANNER designation.
With over 50 years of experience in the financial services industry, Milton’s family has been a vital piece in encouraging him to reach his goals. With his strong passion for assisting the financial needs of others, Milton feels blessed that he can always count on the support from his family as well as the Atlanta Financial family.
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