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

Suite 1400,

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

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • 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

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


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