SunTrust Investment Services, Inc.
James Mills Photo

James Mills , CFP®, CPM Private Financial Advisor

-Hide Locations

150 West Main Street,

Norfolk, VA 23510

Check the background of this investment professional on FINRA's BrokerCheck

About

James (Jim) Mills is a Private Financial Advisor with SunTrust Investment Services, Inc. He offers clients more than 29 years of financial services, retirement planning and investment management experience. Jim has earned the professional designations of Certified Financial PlannerTM (CFP®) and Certified Portfolio Manager (CPM®). He is a graduate of Virginia Tech with a degree in Finance. Jim is an active member of the Sertoma Club of Norfolk.

Jim's focus is advising on the development and implementation of investment strategies to help clients meet their immediate and future goals. He follows a disciplined process of assessing a client's financial situation, determining risk tolerance, forming and executing an appropriate investment plan and regular portfolio rebalancing in order to obtain measurable results. This disciplined process also includes comprehensive Wealth Management where Jim consults on risk management, retirement planning and other critical financial strategies.

SunTrust Investment Services, Inc. is a full-service broker-dealer that is an integral part of SunTrust Banks, Inc. - one of the nation's largest and most respected financial services organizations. When you bring your investment needs to SunTrust you will benefit from a long history of management experience, an extensive range of financial products and solutions and personalized financial planning and advice. More importantly, you establish a relationship with a team of trusted advisors who can address all of your financial needs.

Continue Reading