Barbara A. Million, CRPC, BFA
CEO - Senior Financial Advisor
“My mission as a financial advisor is to create an environment where clients are heard, questions are answered, knowledge is shared and solutions are implemented. Where clients gain clarity and peace of mind by better understanding where they are, where they want to go, and how to get there. Trusting I am here to help guide them through life events and transitions both planned and unplanned. Confident that as a fiduciary everything I do is first and foremost in the best interest of my clients. My goal is to empower every client to save and spend money responsibly, so they can live a passionate and purposeful life."
I started my career in the financial services industry in 1999 at Merrill Lynch in Ft. Myers Florida. In 2006 we moved to Knoxville Tennessee, trading the Gulf Coast waters for the Smokey Mountains. In 2008 I moved my practice from Merrill Lynch to Wells Fargo Advisors and in 2016 I decided it was time to transition from the big warehouses and be an independent fiduciary.
I earned my bachelor's degree in business and finance from The University of Florida. I earned my CRPC and BFA designations from The College for Financial Planning. My husband and I have two daughters, Bri and Brooke, our wonderful son-in-law Blake, two beautiful grandchildren Jay and Lilly, and our fur baby Tucker.