The Mills Murphy Mitchel Group Of Truist Investment Services, Inc. The Mills Murphy Mitchel Group Of Truist Investment Services, Inc.

The Mills Murphy Mitchel Group Of Truist Investment Services, Inc.

150 W Main St

Suite 1400,

Norfolk, VA 23510-1609

themillsmurphymitchelgroup@truist.com

Phone 757-624-5517

Fax 757-622-2029

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Who we are

The Mills Murphy Mitchel Group of Truist Investment Services, Inc., includes Jim Mills, Colby Murphy, Nancy Mitchel, Clarke Payne, Kathy Clay, Mary Natiello, Marcie Siemering, and Laura Setliff. The award-winning team was recognized by Forbes as one of the “Best-in-State Wealth Management Teams” for 2024*.

At the Mills Murphy Mitchel Group, we help our clients gain financial well-being and the freedom to pursue their passions, aspirations, and dreams.

A relationship with The Mills Murphy Mitchel Group begins with a conversation. We firmly believe that everything starts with understanding you, what’s most important to you, and a clear vision of your unique goals. With this clarity, we draw on our experience in all areas of financial planning and investment management to create a comprehensive wealth management strategy that helps to bring your vision to life.
Check the background of this investment professional on FINRA's BrokerCheck

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

Accomplishments

Best-in-State Wealth Management Teams*
Forbes 2025 External
Best-in-State Wealth Management Teams*
Forbes 2026 External
*Each team of advisors recognized by Forbes is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including: In-person interviews, industry experience, compliance records, revenue produced and assets under management. The award was presented in January for the years shown above with an evaluation period of one year ending the March prior to the award date.
A relationship with The Mills Murphy Mitchel Group begins with a conversation.  We take time to learn about your life, the people who matter to you, and what you want your wealth to make possible.   We also discuss your concerns and the financial decisions you may be facing, so we can understand the full picture before making recommendations.

From there, we work with you to define your priorities and develop a strategy that connects your investments with your broader goals.  That may include preparing for retirement, planning for a major life change, providing for family, or thinking about the legacy that you want to leave.  We explain our recommendations in clear terms and welcome your questions, so you can make decisions with confidence.

Our work continues as your life evolves.  We meet with you to review your progress, revisit your goals, and make adjustments when your circumstances or priorities change.  Throughout the relationship, our aim is to be a team you feel comfortable turning to whenever an important financial question arises.

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    Locations

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