Milton Pullen

Milton Pullen, CFP®, serves as an Associate Wealth Advisor at HB Wealth Management, LLC, based in the Atlanta area. In this role, he supports clients with comprehensive financial planning, investment management, and strategies for multi-generational wealth, prioritizing a fiduciary approach tailored to each client’s unique needs. His practice is focused on high-net-worth individuals and families, helping them navigate investment portfolios, retirement planning, and legacy considerations; while specific asset classes are not listed, his background suggests broad expertise in equities, fixed income, tax-efficient strategies, and holistic wealth solutions.

Prior to joining HB Wealth in August 2021, Milton was with another Atlanta-based advisory firm for three years, where he gained hands-on experience as an Associate Planner at Mercer Advisors starting in 2018. Throughout his career, he has worked at the intersection of client service and portfolio construction, developing investment strategies aligned with client objectives in dynamic market environments.

Milton holds a Bachelor of Science in Family and Consumer Sciences with a concentration in Financial Planning from The University of Georgia, which is recognized as a top CFP® Board Registered Program. As a CERTIFIED FINANCIAL PLANNER™ professional, he leverages rigorous technical expertise and industry credentials to deliver disciplined, personalized guidance to clients seeking long-term financial success.