Be advised. This firm is no longer registered.

Stearns Financial Group

Stearns Financial Group (CRD# 106298) is a financial advisory firm headquartered in Greensboro, NC. They manage $1,439,316,947 in 2,300 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,439
    MILLION
  • Total Number of Accounts
    2,300
    ACCOUNTS
  • Average Account Value
    $625,790
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, FL, GA, LA, MD, NC, NH, NJ, NY, PA, SC, TN, TX, VA

Financial Advisors at Stearns Financial Group
Showing 1 - 1 of 1 top financial advisors.
1
Paula S. McMillan, CFP•, CPA/PFS, CGMA
CRD#: 6875191
Greensboro, NC 27408

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.

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