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Ali Mills, CFP®

Director of Financial Planning

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Ali Mills, CFP®, is Director of Financial Planning with responsibility for providing comprehensive wealth planning and investment advisory needs to clients of Trinity Legacy Partners, LLC, a private wealth advisory firm in Houston.


Founded in November 2011, Trinity Legacy Partners managed over $453 million for its clients as of September 30, 2024.

Ali joined the firm in June 2019 after completing a nine-month internship with the company. She joined the financial services industry in 2017. 


Ali is a CERTIFIED FINANCIAL PLANNER® (CFP®) practitioner, which is regarded as the highest standard for financial professionals seeking the broad knowledge and skills to provide comprehensive financial planning. 


A native of Atlanta, Georgia, Ali received her Master’s of Science degree in Finance from the C.T. Bauer College of Business at University of Houston in 2019. She received her BBA in Finance from the Darla Moore School of Business at the University of South Carolina in 2017. She also played on the women’s tennis teams at South Carolina as an undergraduate student-athlete and the University of Houston as a graduate student-athlete. 


Ali resides in Houston with her dog, Boone.

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