Perspectives

Industry Leaders Patti B. Black, CFP® and Jonathan E. Millican, CFP® Join Bridgeworth, LLC

Prepared by Bridgeworth, LLC

Bridgeworth, LLC is pleased to announce the addition of Patti B. Black, CFP® and Jonathan E. Millican, CFP®. Prior to joining Bridgeworth, Black and Millican were with Kinsight, LLC where Black served as Senior Financial Planner and Millican served as Director of Financial Planning Operations managing a team of 4 financial planners, 2 paraplanners. Bridgeworth, LLC is one of the region’s largest fiduciary wealth management firms.

Black’s practice focuses on fulfillment planning – working with affluent clients to make sure their goals and their money are in alignment. Black graduated magna cum laude from the University of Alabama in 1992 with a B.S. degree in Consumer Sciences and a concentration in financial planning. She was named the Outstanding Student in Family Financial Planning and founded the Capstone Consumer Council, whose purpose is to promote financial education among college students. She obtained her CERTIFIED FINANCIAL PLANNER™ designation in 1996. Black has previously served as President of the Financial Planning Association of North Alabama and volunteered as Vice-President of the southern region and region conference chairperson for the National Association of Personal Financial Advisors.

Millican graduated summa cum laude from the University of Alabama in 2002 with a B.S. degree in Human Environmental Sciences and concentration in family financial planning. He was named the most outstanding student in family financial planning in his senior year. He earned his CERTIFIED FINANCIAL PLANNER™ designation in 2005. Millican is a current member of the Estate Planning Council of Birmingham, Inc., and the Financial Planning Association where he served as the local chapter’s Membership Director and Career Development Director.

Black shared, “’As iron sharpens iron, so one person sharpens another.’ I’m excited to sharpen my iron with the team of 24 CERTIFIED FINANCIAL PLANNERS™ at Bridgeworth. Our combined experience of over 400 years means that we’ve helped thousands of clients achieve financial goals, like educating children, changing careers, and retiring. We know the pitfalls and the opportunities along the way. I look forward to sharing those best practices to help clients accomplish what is important to them.” Millican added, “I believe money needs two things: a purpose and a plan. My passion is to help clients discover and cultivate that purpose, develop a plan and serve as a guide along the way. I am excited to bring this passion and purpose to the Bridgeworth team.”

DeLynn Zell, managing partner, stated, “We are delighted to welcome Patti and Jonathan to the Bridgeworth team. Their experience, dedication to clients, and commitment to the highest planning standards makes them an excellent addition to the Bridgeworth family.”

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