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. The award winning team was recognized by Forbes as one of the “Best-in-State Wealth Management Teams” for 2024*.

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 helps to bring your vision to life.

*Each team of advisors is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including: in-person interviews, industry experience, compliance records, revenue produced and assets under management. The award was presented on January 2024 and is based on the aforementioned criteria through the calendar year preceding the award date.
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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    Disclosures

    Truist Bank, Member FDIC. © 2024 Truist Financial Corporation. Truist, the Truist logo and Truist Purple are service marks of Truist Financial Corporation.

    Equal Housing Lender

    Investment and Insurance Products:

    • Are Not FDIC or any other Government Agency Insured
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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., which is a SEC registered broker-dealer, member FINRA, SIPC, and a licensed insurance agency. Investment advisory services are offered by Truist Advisory Services, Inc., GFO Advisory Services, LLC., each SEC registered investment advisers.

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