Luke Mills

Luke Mills
Business Development Officer Truist Investment Services, Inc.

3318 W Friendly Ave

Suite 330,

Greensboro, NC 27410

Luke.Mills@truist.com

Phone 336-370-2134

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About me

Background

Luke serves as Business Development Officer with The Boss, Sinnott, Cooke Group of Truist Investment Services, Inc. Bringing a wealth of experience in the financial services industry, Luke is deeply committed to prioritizing clients’ needs and delivering services with a high level of professionalism and care. 

In the Business Development Officer role, Luke’s primary focus is assisting the advisors in developing tailored financial plans that help empower clients to address their financial and personal goals. He works with clients to understand what matters most to them, while also providing essential support to the Financial Advisors. Luke takes pride in his ability to serve as a direct extension of the Advisor Group, building strong relationships with each client and aligning their financial strategies to help strive for the best possible experience. 

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

Education

Bachelor of Science in Finance
University of North Carolina at Greensboro 2019 2022

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

  • 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

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

Locations

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