Laina Mills, Cfa, Cfp®
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Laina Mills, Cfa, Cfp® Email & Phone Number

Director, Family Advisor at RDV Corporation
Location: Grand Rapids, Michigan, United States 7 work roles 1 school
1 work email found @legacygr.com 1 phone found area 616 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email l****@legacygr.com
Direct phone (616) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
RDV Corporation
Role
Director, Family Advisor
Location
Grand Rapids, Michigan, United States
Company size
266 employees

Who is Laina Mills, Cfa, Cfp®? Overview

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Quick answer

Laina Mills, Cfa, Cfp® is listed as Director, Family Advisor at RDV Corporation, a company with 266 employees, based in Grand Rapids, Michigan, United States. AeroLeads shows a work email signal at legacygr.com, phone signal with area code 616, and a matched LinkedIn profile for Laina Mills, Cfa, Cfp®.

Laina Mills, Cfa, Cfp® previously worked as Relationship Manager at Rdv Corporation and Senior Vice President, Chief Investment Officer at Legacy Trust. Laina Mills, Cfa, Cfp® holds B.A., Biology from Rollins College.

Company email context

Email format at RDV Corporation

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*@legacygr.com
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AeroLeads found 1 current-domain work email signal for Laina Mills, Cfa, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Laina Mills, Cfa, Cfp®

Investment professional with twenty years of experience in institutional asset management and private wealth management for high net worth individuals. In‐depth knowledge of capital markets, public equities, alternatives, fixed income, and cash management.

Listed skills include Investments, Portfolio Management, Asset Allocation, Wealth Management, and 13 others.

Current workplace

Laina Mills, Cfa, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

RDV Corporation
Rdv Corporation
Director, Family Advisor
Grand Rapids, MI, US
Website
rdvcorp.com
Employees
266
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Company profile
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7 roles

Laina Mills, Cfa, Cfp® work experience

A career timeline built from the work history available for this profile.

Relationship Manager

Current
Rdv Corporation

Grand Rapids, Michigan, United States

Leads the coordination of financial services to provide a seamless delivery of client experiences and outcomes. Responsible for advising clients to help them meet their financial goals and objectives, as well as educating and enabling them to make informed financial and investment decisions.

Sep 2023 - Present

Senior Vice President, Chief Investment Officer

Legacy Trust

Greater Grand Rapids, Michigan Area

Led all aspects of investment strategy for the firm, including strategic and tactical asset allocation, portfolio construction, risk management, and manager research and selection. Served as the company’s primary spokesperson on investment matters and authored client investment materials including market outlook and performance attribution commentary..

Mar 2017 - Jun 2023

Vice President, Senior Portfolio Manager

Legacy Trust Gr

Greater Grand Rapids, Michigan Area

Managed globally diversified portfolios for high net worth individual and foundation clients within the unique objectives and constraints of each relationship. Served as the primary relationship manager for several key family office and foundation clients. Active member of the firm’s investment committee making contributions to manager evaluation and due.

Jan 2014 - Feb 2017

Assistant Vice President, Portfolio Manager

Legacy Trust Gr

Greater Grand Rapids, Michigan Area

Managed globally diversified portfolios for high net worth individual and foundation clients. Strong attention to customization and tax sensitivity at the client level. Worked closely with the firm’s planning specialists to deliver investment solutions that are well-integrated with disciplined wealth plans.

Nov 2009 - Dec 2013

Associate

Summit Investment Guidance Partners

Grand Rapids, MI

Developed and maintained quality relationships with the firm’s high net worth clients, leading to higher level of trust and comfort with the firm and its investment strategies. Served as point of contact for client inquiries pertaining to investment transactions, account status, documentation, deposits and withdrawals, and investment decisions. Responsible.

Oct 2005 - Nov 2009

Registered Client Service Associate

Ubs

Grand Rapids, MI

Handled fixed income trading, trade settlement, and reporting for the team’s primarily institutional client base, and served as primary responder for RFPs for institutional fixed income management. Supported the advisors’ servicing of high net worth individuals through the use of proprietary financial goals analysis software and specialized product.

Feb 2004 - Sep 2005
Team & coworkers

Colleagues at RDV Corporation

Other employees you can reach at rdvcorp.com. View company contacts for 266 employees →

KM Kat Maschewske Kat Maschewske Colleague at Rdv Corporation United States, United States View → MS Mouhamed Sembene Mouhamed Sembene Colleague at Rdv Corporation Dakar, Dakar Region, Senegal, Senegal View → NH Nicholas Haugen Nicholas Haugen Colleague at Rdv Corporation Grand Rapids, Michigan, United States, United States View → CU Courtney Uecker Courtney Uecker Colleague at Rdv Corporation Grand Rapids, Michigan, United States, United States View → CW Craig Warners Craig Warners Colleague at Rdv Corporation Grand Rapids, Michigan, United States, United States View → KB Kyle Broekhuizen Kyle Broekhuizen Colleague at Rdv Corporation Grand Rapids Metropolitan Area, United States View → RL Robert Lewis Robert Lewis Colleague at Rdv Corporation Savannah, Georgia, United States, United States View → TD Tommy Danaher Tommy Danaher Colleague at Rdv Corporation Lowell, Michigan, United States, United States View → LM Lily Mcaboy Lily Mcaboy Colleague at Rdv Corporation Grand Rapids, Michigan, United States, United States View → MS Meg Slagter Meg Slagter Colleague at Rdv Corporation Grand Rapids, Michigan, United States, United States View →
1 education record

Laina Mills, Cfa, Cfp® education

FAQ

Frequently asked questions about Laina Mills, Cfa, Cfp®

Quick answers generated from the profile data available on this page.

What company does Laina Mills, Cfa, Cfp® work for?

Laina Mills, Cfa, Cfp® works for RDV Corporation.

What is Laina Mills, Cfa, Cfp®'s role at RDV Corporation?

Laina Mills, Cfa, Cfp® is listed as Director, Family Advisor at RDV Corporation.

What is Laina Mills, Cfa, Cfp®'s email address?

AeroLeads has found 1 work email signal at @legacygr.com for Laina Mills, Cfa, Cfp® at RDV Corporation.

What is Laina Mills, Cfa, Cfp®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 616 for Laina Mills, Cfa, Cfp® at RDV Corporation.

Where is Laina Mills, Cfa, Cfp® based?

Laina Mills, Cfa, Cfp® is based in Grand Rapids, Michigan, United States while working with RDV Corporation.

What companies has Laina Mills, Cfa, Cfp® worked for?

Laina Mills, Cfa, Cfp® has worked for Rdv Corporation, Legacy Trust, Legacy Trust Gr, Summit Investment Guidance Partners, and Ubs.

Who are Laina Mills, Cfa, Cfp®'s colleagues at RDV Corporation?

Laina Mills, Cfa, Cfp®'s colleagues at RDV Corporation include Kat Maschewske, Mouhamed Sembene, Nicholas Haugen, Courtney Uecker, and Craig Warners.

How can I contact Laina Mills, Cfa, Cfp®?

You can use AeroLeads to view verified contact signals for Laina Mills, Cfa, Cfp® at RDV Corporation, including work email, phone, and LinkedIn data when available.

What schools did Laina Mills, Cfa, Cfp® attend?

Laina Mills, Cfa, Cfp® holds B.A., Biology from Rollins College.

What skills is Laina Mills, Cfa, Cfp® known for?

Laina Mills, Cfa, Cfp® is listed with skills including Investments, Portfolio Management, Asset Allocation, Wealth Management, Investment Strategies, High Net Worth Individuals, Securities, and Financial Analysis.

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