Andrew Mill

Andrew J. Mill
Assistant Vice President Financial Advisor Investment Services Group Truist Investment Services, Inc.

33 S Broad St

Nazareth, PA 18064

About me

Background

Andy’s journey to Truist Investment Services, Inc. began in 2009 when he joined a predecessor firm National Penn Bank. Over the next 15 years, a lot has changed, however his dedication and commitment to his clients and teammates has been a constant. Andy has navigated the dramatic changes in the financial services industry which has provided him real world experience to help deliver to both clients and teammates. With his business partner Scott Gola and Customer Service Associate Timothy Mack, his experience is now part of The Gola-Mill Group of Truist Investment Services, Inc. whose core value is to provide “Sound Advice for Everyone”. Andy’s approach is to meet each client at their experience levels, whether its novice to expert and take them through a financial planning experience to help address their goals and dreams.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Arts in Business with a Finance Focus
Moravian College 2002 2006

Personal Interests

Andy and his wife, Jenn, enjoy the simple things in life, like walks with their dog “Gus”, trips to the local diner, or a night on the couch with each other and a favorite board game. Family is among Andy and Jenn’s top priorities in life, whether its spending time with their parents and siblings or a growing roster of nieces and nephews, every moment is cherished and counted among their greatest joys.

Specialties

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

  • 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.

  • 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

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • 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

Locations

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