About Us

William J. Milton, Jr., MBA, CFP®

Partner
Phone: (843) 849-7878
Fax: (843) 849-7644

As a CERTIFIED FINANCIAL PLANNERTM professional, I am dedicated to helping individuals, businesses and organizations build their financial futures.

I have been in the financial services industry for over ten years and I truly get satisfaction out of helping individuals, businesses and organizations reach their financial goals.

I received the CERTIFIED FINANCIAL PLANNERTM professional designation from the CFP® Board of Standards, Inc. I received my MBA from Georgia Southern University in Statesboro, Georgia. I have a Bachelor of Science degree from Morehouse College in Atlanta, Georgia. In addition, I regularly take continuing education courses to keep up with any changes in the financial services industry, which allows me to better serve my clients and the community.

I am married to Dominique Milton and we have three children; Gabrielle, William III and Dahnielle.

I enjoy reading, listening to a variety of different music, playing sports, working in the community and spending quality time with my family

CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Oak Capital Management, LLC is not owned or operated by AXA Advisors or AXA Network.

AXA Equitable Holdings, Inc. is a publicly traded corporation, and it and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

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