Beth S. Milkovits, CFP ®, AEP ®
CERTIFIED FINANCIAL PLANNER™
CCO & Chief Wealth Strategist
Beth Milkovits is the Chief Wealth Strategist of Atwater Wealth Management. Beth is involved in the strategic vision of the firm and also serves as the Chief Compliance Officer. She works with clients to create integrated wealth management strategies combining elements of philanthropic, tax, and estate planning.
Before joining Atwater Wealth Management, Beth was a Vice President at Eaton Vance Investment Counsel where she coordinated specialized planning services and was responsible for business development and marketing. Prior to that, she was the Director of Development at the Boston Foundation. Beth started her career as a financial planner where she worked directly with clients to structure customized comprehensive financial plans and prepared individual and trust tax returns. Beth received a B.A. from Colby College in 1999, holds the ACCREDITED ESTATE PLANNER® designation and is a CERTIFIED FINANCIAL PLANNER™ practitioner.
Beth serves on the Board of Directors of the Cambridge Community Foundation and is Chair of the Cambridge YWCA Board of Directors. She is a member of the Boston Estate Planning Council and the Financial Planning Association of Massachusetts. She has been an instructor at Northeastern University in the Master of Science in Taxation Program.