Cade Milligan

I am an East Texas native who believes strong financial outcomes are built on clarity, trust and long-term perspective.

I focus on advanced retirement and wealth strategies for those with significant assets, often navigating increasingly layered financial choices. My approach remains thoughtful, collaborative and grounded in your goals, as clarity and confidence matter regardless of where you are starting. My role is to help families and business owners bring structure and confidence to their financial lives as decisions become complex. The financial services industry can feel crowded and complicated. My commitment is to cut through that noise by understanding your story, analyzing the numbers and providing guidance that is aligned and cultivating. I collaborate closely with you, explain strategies in plain language, and help foster steady progress through a consultative planning process. Since entering the industry in 2019, I have advised strategically through periods of uncertainty and major life transitions with a steady, long-term view. I earned a Bachelor of Science in agricultural economics and a Master of Science in economics from Texas A&M University. I hold the CERTIFIED FINANCIAL PLANNER®, or CFP®, certification, granted by the Certified Financial Planner Board of Standards (CFP Board), and the Chartered Financial Consultant®, or ChFC®, designation. Please contact me by phone at (903) 705-6120 or by email at cade.milligan@edwardjones.com to discuss how I can best support you and your loved ones. I look forward to hearing from you soon!