Broker Check
Roger Mills

Life Journey:
Roger was raised on an Indiana farm and enjoyed playing high school and college football and basketball. He and his wife, Trudy, are parents of three adult children. He has worked with owners and executives of hundreds of businesses large and small. In addition to his work, Roger enjoys singing in his church choir, cultivating tomatoes, reciting nostalgia poetry and helping to improve the lives of children through the mission of a local Rotary Club.

Roger is dedicated to serving clients with the same level of attention, urgency, good humor and spirit of teamwork that he would want if roles were reversed.  Clients can expect that he will work to fully understand their circumstances and priorities.  Roger particularly enjoys assembling teams of professionals in multiple disciplines to help orchestrate clients’ optimal enterprise succession and eventual retirement.

Expected Results
• Family Income Protection • Improved Cash Flow Management • Improved Savings and Tax Efficiency • Increased Asset Performance • Optimal Retirement Savings Utilization • Legacy  & Estate Preservation

Roger’s Domain
• Licensed in: Life & Health, Disability, Medicare Supplement & Long Term Care Insurance;  Fixed and Variable Annuities *  FINRA Series 7 & 66 RR & RIA • Volunteer Caregiver, Hospice Charlotte • Member Charlotte South Park Rotary

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). . Financial Representative of Guardian. 2016-24351     Exp. Dt 06/2018