About
I want to help you succeed financially through a better understanding of topics from investing and retirement, to estate planning strategies and wealth preservation. I strive to provide excellent customer service and empower you to be a confident investor.
Learn About Me
James E. Mills
Senior Financial AdvisorWith 20 years of experience in financial services, I am dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. My extensive experience - throughout major shifts in the markets - enables me to help my clients structure balanced portfolios to address their specific investment goals.
I began my financial services career as a Financial Advisor in January 2004. I joined Principal Financial Group, where I worked for 9 years. I then moved my financial practice to Wells Fargo Advisors in Fayetteville, NC . I have served North Carolina investors for 20 years and look forward to helping them meet their investment goals for many years to come.
I have earned a Bachelor’s degree in Accounting from North Carolina Wesleyan College. I hold Series 7, 63, and 66 registrations and Life, Health, Medicare Supplement and Long Term Care insurance licenses.
Committed to helping my community prosper, I have served on the boards of My Sister’s House of NC, NC Veterans Business Association, and the City of Rocky Mount Redevelopment Commission.
Away from the office, I also enjoy reading, fishing, and participating in many church functions. My wife of 32 years and I live in Rocky Mount where we raised our 3 adult children, Jasmine, Jessica and JaeQuan.
Whether you’re seeking tax-deferred growth for your personal investment portfolio or an attractive employee -benefit plan for your business, I can help you navigate an array of complex choices. I offer assistance with retirement plans, including IRAs, Roth IRAs and conversions, Simplified Employee Pension (SEP) plans and Keogh plans, SIMPLE plans for small businesses, and 401(k), pension, and profit-sharing plans.
It takes more than a single planning session to put your wealth to work in support of your life goals. It takes a process. As your life circumstances change, so must the investment strategies I use to help keep you on course toward your objectives. We’ll continue to work together through the years to keep your investment strategies aligned with your goals and needs.
I began my financial services career as a Financial Advisor in January 2004. I joined Principal Financial Group, where I worked for 9 years. I then moved my financial practice to Wells Fargo Advisors in Fayetteville, NC . I have served North Carolina investors for 20 years and look forward to helping them meet their investment goals for many years to come.
I have earned a Bachelor’s degree in Accounting from North Carolina Wesleyan College. I hold Series 7, 63, and 66 registrations and Life, Health, Medicare Supplement and Long Term Care insurance licenses.
Committed to helping my community prosper, I have served on the boards of My Sister’s House of NC, NC Veterans Business Association, and the City of Rocky Mount Redevelopment Commission.
Away from the office, I also enjoy reading, fishing, and participating in many church functions. My wife of 32 years and I live in Rocky Mount where we raised our 3 adult children, Jasmine, Jessica and JaeQuan.
Whether you’re seeking tax-deferred growth for your personal investment portfolio or an attractive employee -benefit plan for your business, I can help you navigate an array of complex choices. I offer assistance with retirement plans, including IRAs, Roth IRAs and conversions, Simplified Employee Pension (SEP) plans and Keogh plans, SIMPLE plans for small businesses, and 401(k), pension, and profit-sharing plans.
It takes more than a single planning session to put your wealth to work in support of your life goals. It takes a process. As your life circumstances change, so must the investment strategies I use to help keep you on course toward your objectives. We’ll continue to work together through the years to keep your investment strategies aligned with your goals and needs.