Steve Mills, Cima® Email & Phone Number

For over three decades, Steve has focused on helping his clients navigate through a wide variety of markets and financial situations and assisting them with the accumulation, preservation, and transference of wealth. Steve co-founded Trinity Capital Management in 2011 to offer unbiased and objective investment advice as an independent investment advisor. Steve utilizes an advisory-based investment approach as a Private Investment Management (PIM®) Portfolio Manager to custom-design investment strategies in order to help clients accomplish their long-term investment goals and objectives.1 Risk management is a key element of Steve and Trinity Capital’s approach to managing portfolios. Steve combines discipline, diligent research, consistent communication and compassion to help his clients achieve their desired life goals. He believes in using a team approach to provide personalized financial advice for individuals, wealthy families, private foundations, trusts, and corporate retirement plans. Steve will help foster a holistic approach to the issues that concern you by understanding where you are in your state of life and developing a plan that fits your particular situation and future goals.A graduate of the University of Kentucky, Steve earned his Bachelor of Science degree in Accounting in 1977. He became a Certified Public Accountant in Texas in 1981 and still maintains his CPA certification although he does not currently practice accounting. Steve began his career in the investment business in 1983. The PIM program is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000. This information is intended for use by residents of TX LA FL AR OK CA NC SC GA NM MO KY VA AZ DC MS NY UT VT./*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.

Listed skills include Investments, Retirement Planning, Finance, Financial Advisory, and 5 others.

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  University Of Kentucky

  Accounting