Vallon Mills

Vallon Mills
Vice President Financial Consultant Truist Investment Services, Inc.
The Cope Grady Group of Truist Investment Services, Inc.

5550 Northside Dr

Atlanta, GA 30327

vallon.mills@truist.com

Phone 678-932-4861

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About me

Background

Vallon Mills is a Vice President and Financial Consultant with Truist Investment Services, Inc. He has more than eight  years of experience in investment management, providing on-going financial guidance and customized financial solutions to a select group of high-net-worth clients to help them simplify their lives, grow their assets, and address their financial goals. His multi-disciplinary experience encompassing mergers & acquisitions, investment management and strategic planning, has enabled him to deliver sound investment advice to individuals, non-profits, and corporate clients.

As a member of the Cope Grady Group of Truist Investment Services Inc. Vallon is committed to providing a high level of personalized financial advice.

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

Education

Economics, B.A.
Brooklyn College – City University of NY
Management, MBA
University of Miami

Personal Interests

Vallon and his wife, Carol, reside in Atlanta and are avid tennis players. They enjoy travelling and spending time with friends and family.

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

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

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