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The Mills Murphy Mitchel Group of Truist Investment Services, Inc. The Mills Murphy Mitchel Group of Truist Investment Services, Inc.

The Mills Murphy Mitchel Group of Truist Investment Services, Inc.

150 W Main St

14th Floor,

Norfolk, VA 23510-1609

TheMillsMurphyMitchelGroup@truist.com

Phone 757-624-5647

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Who we are

The Mills Murphy Mitchel Group of Truist Investment Services, Inc., includes Jim Mills, Colby Murphy, Nancy Mitchel, Clarke Payne, Kathy Clay, Mary Natiello, Marcie Siemering, and Laura Setliff.

At the Mills Murphy Mitchel Group, we help our clients gain financial confidence and the freedom to pursue their passions, aspirations, and dreams.

A relationship with The Mills Murphy Mitchel Group begins with a conversation. We firmly believe that everything starts with understanding you, what’s most important to you and a clear vision of your unique goals. With this clarity, we draw on our experience in all areas of financial planning and investment management to create a comprehensive wealth management strategy that brings your vision to life.
Check the background of this investment professional on FINRA's BrokerCheck

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

  • 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


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    • May Lose Value

    Services provided by the following affiliates of Truist Financial Corporation (Truist): Banking products and services, including loans and deposit accounts, are provided by Truist Bank, Member FDIC. Trust and investment management services are provided by Truist Bank, and Truist Delaware Trust Company. Securities, brokerage accounts and /or insurance (including annuities) are offered by Truist Investment Services, Inc., and P.J. Robb Variable, LLC., which are SEC registered broker-dealers, members  FINRA SIPC and a licensed insurance agency where applicable. Investment advisory services are offered by Truist Advisory Services, Inc., GFO Advisory Services, LLC, Sterling Capital Management, LLC, and Precept Advisory Group, LLC, each SEC registered investment advisers. Sterling Capital Funds are advised by Sterling Capital Management, LLC. Insurance products and services are offered through McGriff Insurance Services, LLC. Life insurance products are offered through Truist Life Insurance Services, a division of Crump Life Insurance Services, LLC, AR license #100103477. Both McGriff and Crump are wholly owned subsidiaries of Truist Insurance Holdings, LLC.

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