Jim A. Mills
,
Jr.
CFP®, CPM
Senior Managing Director
Financial Advisor
Private Client Group
Truist Investment Services, Inc.
The Mills Murphy Mitchel Group of Truist Investment Services, Inc.
150 W Main St
1st 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. He holds the CERTIFIED FINANCIAL PLANNER® certification, Certified Portfolio Manager (CPM) designation and a Bachelor of Science degree in Finance from Virginia Polytechnic Institute and State University. As a member of The Mills Murphy Mitchell Group of Truist Investment Services, Inc., Jim helps clients gain financial knowledge and the freedom to pursue their passions, goals and dreams..
A relationship with The Mills Murphy Mitchel 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 help create a comprehensive wealth management strategy.
Investment Adviser Representative, Truist Advisory Services, Inc.
Education
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
Recommended Resources
Market Navigator September 2026 edition
Our monthly Market Navigator provides regular and timely economic and investment strategy views.
Special Commentary 8 key takeaways from Warsh at Jackson Hole
Economic Data Tracker August defined by growth and consumers
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.