Steve Mills, CIMA

Steve Mills, CIMA

Partner

Phone: 903-747-3960
E-mail:
 

For nearly three decades, Steve has focused his time and energy navigating clients through dynamic financial situations and assisting them with the accumulation, preservation and transference of wealth. Steve combines discipline and compassion to help his clients reach their financial goals and objectives. Steve began his career in 1984 as a Financial Advisor with E.F. Hutton in Dallas, Texas, where he developed his fundamental investment knowledge. He joined the Tyler,Texas office of Prudential Securities, a predecessor firm of Wells Fargo Advisors, in 2001 to take a team approach in providing personalized financial advice for individuals, wealthy families, private foundations, trusts and corporate retirement plans. In 2002, Steve earned the CIMA® (Certified Investment Management Analyst) certification by completing an approved educational program from the University of Pennsylvania's Wharton School of Business, passing a rigorous examination and meeting stringent experience requirements. Steve spent six years in accounting prior to entering the financial services industry. In 1977, Steve earned his Bachelor of Science degree in Accounting from the University of Kentucky and then passed the CPA exam on his first attempt. After two years of required public accounting experience, Steve became a Certified Public Accountant. Away from the office, Steve enjoys playing golf, physical fitness, teaching bible studies and travel with his wife Claire and three children. He is a board member for the City of Tyler’s Half Cent Sales Tax Committee as well as a board member on the Hospice of East Texas Foundation. Steve is a past President of Holly Tree Country Club.

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