Meet the Team
Matt Milholland, CFP®, ChFC®
Financial Advisor
Matt Milholland brings experience from multiple other local financial entities to the
practice. He is best known for helping a select group of individuals and business owners
execute major financial decisions. Matt truly enjoys that Milholland & Mitchell Financial
Group is a relationship-based business and feels blessed to work with such amazing families.
Prior to joining, Matt was a Financial Advisor at Skylight Financial Group, MetLife Premier
Client Group and McCloy Financial Services. He earned a B.S. in Finance from Indiana
Wesleyan University where he also played golf for four years. He also earned his CERTIFIED
FINANCIAL PLANNER® certification in 2018. In 2022, he earned a Chartered Financial
Consultant (ChFC®) designation. He currently sits as the Investment Committee Chairperson
for the Union County Foundation.
Matt is a resident of Marysville and in his personal time, you will find him spending time
with his wife, Annie, and their two dogs Scooter and Cammie. They have two outdoor cats,
Millie and Marbles, who love indoor naps on snowy days. He enjoys playing golf, skiing and
recreational firearms. Matt supports the local community through organizations such as
Search Ministries and the Union County Foundation. Matt and Annie attend Cypress Wesleyan
Church in Marysville and are actively pursuing adoption to grow their family. Lastly, be
sure to ask him about his Jack Nicklaus caddying experience!
Raymond James is not affiliated with the above organizations and/or charitable causes.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks
CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial
Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing
certification requirements to use the certification marks.
