Paula McMillan, CFP•, CPA/PFS, CGMA
CRD Number: 6875191Current Firm: Hightower Advisors, LLC
Compensation Model: Fee Only
Paula McMillan (CRD# 6875191) is a Senior Financial Advisor with Stearns Financial Group in Greensboro, NC. She is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Public Accountant (CPA) with a Personal Financial Specialist (PFS) additional distinction, and a Global Management Accountant (CGMA). Paula has Big Four and large regional accounting firm experience, as well as Fortune 500 experience in the financial services industry. She has traveled extensively throughout the U.S., Europe, Asia, Africa and the Middle East to serve clients with an international consulting firm. She uses this wide lens in working with clients with varied backgrounds and aspirations.
Paula is an active member of the NCACPA, AICPA, NAPFA , the Greensboro Estate Planning Council and the Society for Financial Service Professionals, serving on the Foundation Board.
Seeing a need for greater financial empowerment for women, Paula founded and chairs the NCACPA Triad Women’s Initiatives Group and actively participates in Stearns Financial Group’s Financial Focus for Women to encourage women to better understand and grow their finances to achieve financial independence. Being an advocate for education, in general, she has served on local school boards.
Paula also enjoys helping owners transition their businesses successfully, including analyzing the impact of different ways of structuring the sale and how to maximize the resulting proceeds while realizing their expressed goals.
Paula has been published and quoted in national and local publications, including AICPA’s The Tax Adviser, Kiplinger’s and The Business Journal. She created two AICPA podcast series on retirement planning and financial empowerment for women. She is a TEDx presenter for TEDxGreensboro on the topic of retirement challenges and opportunities from a national perspective. Paula regularly speaks to professional organizations, industry organizations, professional firms, civic organizations and businesses on the topics of Social Security, Retirement Planning, Financial Empowerment for Women and Financial Wellness.
CRD# 4906373
Zuraw Financial Advisors, LLC
CRD# 6303334
Captrust
CRD# 7033844
Cetera Investment Advisers LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Hightower Advisors LLC | Greensboro, NC | Oct 2020 - Current | 3 |
Stearns Financial Group | Greensboro, NC | Aug 2015 - Oct 2020 | 5 |
Bernard Robinson And Company | Greensboro, NC | May 2012 - Aug 2015 | 3 |
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Total Assets Under Management105,230MILLIONS
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Total Number of Accounts144,757ACCOUNTS
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Average Account Value$726,944
- A percentage of assets under your management
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- Portfolio management for individuals and/or small businesses
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AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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