James Mills

James A. Mills, Jr. CFP®, CPM
Senior Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.
The Mills Murphy Group of Truist Investment Services, Inc.

150 W Main St

14th Floor,

Norfolk, VA 23510-1609

About me

Background

Jim Mills is a Financial Advisor with Truist Investment Services, Inc. Since 1990 he has been helping clients with their financial services, retirement planning and investment management needs. Jim has earned the CERTIFIED FINANCIAL PLANNERTM designation and Certified Portfolio Manager (CPM®) designation.

Jim is a member of The Mills Murphy Group of Truist Investment Services, Inc. which includes Colby Murphy, Clarke Payne, Mary Natiello, and Marcie Siemering. The Mills Murphy Group helps clients gain financial confidence and the freedom to pursue their passions, aspirations, and dreams.

A relationship with The Mills Murphy Group begins with a conversation where everything starts with understanding you, what’s most important to you and a clear vision of your unique goals. With this clarity, the group draws on the experience of the team from all areas of financial planning and investment management to create a comprehensive wealth management strategy that brings your vision to life.

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

Education

Bachelors of Science in Finance
Virginia Polytechnic Institute and State University 1990

Specialties

  • 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

  • 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.

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

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

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

To
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