Jared A. Milhoan, CFP®

Financial Advisor,
Financial Planning

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Biography
Education & Other Highlights
Location(s)

Jared Milhoan is a wealth management financial advisor based in Uniontown, OH.

Jared serves as a wealth advisor at CAPTRUST, an independent registered investment advisor with offices nationwide. He provides comprehensive wealth management for a variety of clients, many of which include early to mid-career physicians and corporate professionals, executives, business owners and high-net-worth investors.

Prior to joining CAPTRUST, Jared was a senior financial planning analyst at Cornerstone Capital Advisors. In addition to supporting clients in all facets of the financial planning process, he worked as the firm’s trade execution team lead. Jared holds the designation of CERTIFIED FINANCIAL PLANNER™ and holds a Bachelor of Arts degree in accounting from Walsh University.

When he’s not at work, Jared enjoys staying involved at his local church, supporting Cleveland and Columbus sports teams, daily walks around the neighborhood with his wife, and tending to his yard and cut flower garden.

Education

  • Bachelor of Arts degree in accounting from Walsh University

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™

Resources

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