Drawing from more than 19 years of experience in financial advising, Mitchell works hard to enhance and preserve his client’s investments while assisting them in pursuing their goals through long-term financial strategies. His comprehensive, solution-focused approach, delivered with constant personal attention and a commitment to his clients’ best interests, sets Mitchell apart. Building long-lasting relationships based on trust and mutual respect is second nature to him.
A key factor in Mitchell’s decision to work as a financial advisor stems from his family’s business. He has seen the importance of proper planning by family members to preserve and grow their assets for future generations. A native of Tuscaloosa, Alabama, Mitchell is an alumnus of the Blue Ridge School in Saint George, Virginia, and currently chairs the Blue Ridge School Baron Fund Advisory Committee. Mitchell graduated from Birmingham-Southern College with a degree in Business Administration and earned his MBA from The University of Alabama. His dedication to his clients and strong work ethic has earned Mitchell the honor of being listed by Forbes as a Best-In-State Top Next-Gen Wealth Advisor in 2023 and a Best-In-State Wealth Advisor for Alabama in 2024 and 2025.
Away from the office, Mitchell is an elder at First Presbyterian Church, a member of the Alexis de Tocqueville Society of the United Way of West Alabama, and president of the Tuscaloosa Rotary Club. He is also a past president of the Family Counseling Service Board. Mitchell enjoys playing tennis, spending time at Greenbriar Treasure Forest, and listening to music. He and his wife, Rachel, and the parents of two boys, Stinson and Christopher.
Raymond James is not affiliated with the above organizations and/or charitable causes.
The 2026 Forbes ranking of America’s Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2024 to 3/31/2025 and was released on 01/07/2026. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 12,787 team nominations, 6,149 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.
The Forbes Top Wealth Advisors Best-in-State 2025 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 48,944 nominations, roughly 9,722 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.