Scott Gola

Scott Gola
Director Financial Advisor Investment Services Group Truist Investment Services, Inc.

1340 Broadcasting Rd

3rd Floor,

Wyomissing, PA 19610

About me

Background

Scott’s journey to Truist Investment Services, Inc. began in 2009 when he joined a predecessor firm National Penn Bank. Over the next 15 years his practice grew to enable him to form a team which led to The Gola-Mill Group of Truist Investment Services, Inc. With his business partner, Andrew Mill, and Customer Service Associate, Timothy Mack, they have built a boutique practice whose core value is “Sound Advice for Everyone”. Their approach provides clients with sound advice and a financial planning experience that seeks to address their goals and deliver realistic expectations. The Gola-Mill Group serves Berks, Lancaster, and Schuylkill counties.

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

Education

Bachelor of Arts in English
West Chester University 1995 1999

Personal Interests

Scott and his wife Lori enjoy spending time with their three boys and three dogs. They consider themselves a “baseball family” anxiously waiting for the next season to start as their boys take the field. Scott is active in his church serving as the Treasurer of Faith United Evangelical Lutheran Church in Denver, PA. He also is a member of the National Association of Insurance and Financial Advisors, Pennsylvania Chapter. To relax, Scott enjoys reading, writing, cooking, and of course baseball.

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

  • 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

Locations

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