Jonathan Millican
Private Client Group Leader at Savant Wealth Management | Birmingham, Alabama, United States
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Jonathan Millican serves as the Private Client Group Leader at Savant Wealth Management, where he plays a pivotal role in shaping the firm’s approach to personalized financial planning and investment management. With a strong foundation in financial advisory services, Jonathan has been instrumental in integrating the legacy of Bridgeworth Wealth Management into Savant’s broader mission. His leadership comes at a transformative time, following the merger of Bridgeworth with Savant on November 30, 2023, which has expanded the firm’s capabilities and reach.
In his current role, Jonathan focuses on delivering tailored investment strategies that align with clients' unique financial goals, emphasizing a holistic approach to wealth management. His expertise spans various domains, including estate planning, personal risk management, and comprehensive financial planning. By leveraging Savant’s extensive resources and national recognition, Jonathan ensures that clients receive the highest level of service and guidance.
Key projects under Jonathan’s leadership include the development of innovative financial planning tools that enhance client engagement and streamline the investment management process. He is also committed to fostering a culture of fiduciary responsibility, ensuring that every recommendation made is in the best interest of the client. Jonathan’s dedication to excellence and his deep understanding of the financial landscape position him as a trusted advisor for individuals and families navigating complex financial decisions. As Savant Wealth Management continues to grow, Jonathan remains focused on empowering clients to achieve their financial aspirations with confidence and clarity.
Private Client Group Leader at Savant Wealth Management in December 2023 to Present
Director of Planning at Bridgeworth, LLC in January 2017 to December 2023
Director of Financial Planning Operations at Kinsight, LLC in January 2009 to January 2017
Financial Planner at Kinsight, LLC in January 2005 to January 2017
Paraplanner at Kinsight, LLC in June 2002 to January 2004
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Investment Advisor
Investment Management
Financial Planning
Estate Planning
Personal Risk Management
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Discover more about Savant Wealth ManagementWhat is Jonathan Millican email address?
Email Jonathan Millican at [email protected] and [email protected]. This email is the most updated Jonathan Millican email found in 2026.
What is Jonathan Millican phone number?
Jonathan Millican phone number is +16155694413 and +12059076361.
How to contact Jonathan Millican?
To contact Jonathan Millican send an email to [email protected] or [email protected]. If you want to call Jonathan Millican try calling on +16155694413 and +12059076361. (updated on September 13, 2024)
What company does Jonathan Millican work for?
Jonathan Millican works for Savant Wealth Management
What is Jonathan Millican's role at Savant Wealth Management?
Jonathan Millican is Private Client Group Leader
What industry does Jonathan Millican work in?
Jonathan Millican works in the Financial Services industry.
Jonathan Millican Email Addresses
Jonathan Millican Phone Numbers
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