The Mills Murphy Mitchel Group of Truist Investment Services is honored to be named to Forbes “Best-in-State Wealth Management Teams” 2024. This recognition reflects their commitment to a holistic wealth management approach and the team seeks to offer clients an exceptional client experience. Every member of the team is dedicated to helping clients gain financial confidence and the freedom to pursue their passions. A relationship with The Mills Murphy Mitchel Group begins with a conversation. Everything starts with understanding you, what’s important to you and a clear vision of your unique goals. With this clarity, they draw on their decades of experience in all areas of financial planning and investment management to create a comprehensive wealth management strategy that helps bring your visions 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.
Truist Wealth
757.624.5656 / 757.624.5517
TheMillsMurphyMitchelGroup@truist.com
truist.com/themillsmurphymitchelgroup
Pictured (From left to right) :
Top Row: Kathy Clay, Financial Consultant;
Marcie Siemering, Registered Client Service Associate;
Colby Murphy, Financial Advisor;
Mary Natiello, Registered Client Service Associate;
Laura Setliff, Client Service Associate;
Clarke Payne; Financial Consultant.
Front Row: Jim Mills, Financial Advisor;
Nancy Mitchel, Financial Advisor.
Investment and Insurance Products: • Are not FDIC or any other Government Agency Insured •Are not Bank Guaranteed • May Lose Value
Truist Wealth is a name used by Truist Financial Corporation. Banking products and services, including loans, deposit accounts, trust and investment management services provided by Truist Bank, Member FDIC. Securities, brokerage accounts, insurance/annuities offered by Truist Investment Services, Inc. member FINRA, SIPC, and a licensed insurance agency where applicable. Life insurance products offered by referral to Truist Insurance Holdings, Inc. and affiliates. Investment advisory services offered by Truist Advisory Services, Inc., Sterling Capital Management, LLC, and affiliated SEC registered investment advisers. Sterling Capital Funds advised by Sterling Capital Management, LLC.
