Barbara Milhoan
Relationship Manager
Barbara is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include providing a high level of client service, account administration, processing new and existing account paperwork, money transfers, among other duties. Prior to joining Beacon Pointe, Barbara was a Director of Client Services at Southern Trust Financial Planning. Her early career journey included an unusual series of jobs including administrative positions at two State universities; the director of a large festival with international ties; and as an advertising sales executive. During midlife, Barbara sought a career in the securities industry and acquired the appropriate FINRA licenses required of a financial advisor. Within five years she began a thirty-year association with Marc Wolff and James Cooper as an assistant and office manager until she took a hiatus in 2017 to complete her first book, Unconscious Decisions. She is currently working on her second book but was coaxed out of retirement in late 2019 by James Cooper, to assist him and his clients on a part-time basis.
