Nancy Mitchel

Nancy M.H. Mitchel, CRPC®
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

14th Floor,

Norfolk, VA 23510-1609

About me

Background

Nancy is a Financial Advisor with Truist Investment Services, Inc. She offers clients more than 27 years of financial services, retirement planning, and investment management experience. She provides advice and guidance to high-net-worth families, trustees and business owners. Nancy has earned her Chartered Retirement Planning (CRPC) designation, and a Bachelor of Science in Finance and Economics from Christopher Newport University in 1996.

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

Education

Bachelor of Science
Christopher Newport University 1996

Personal Interests

Nancy currently serves as Chairwoman of the Salvation Army Virginia Peninsula Advisory Board and has been an active member of Scouting for over 15 years. She enjoys traveling and spending time with her growing family.

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

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

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

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • 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

To
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