Drawing from more than 16 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. In 2023, Mitchell was honored by Forbes as a Best-In-State Top Next-Gen Wealth Advisor. A native of Tuscaloosa, AL, Mitchell is an alumnus of the Blue Ridge School in Saint George, Virginia. He 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.
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-elect 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.
Raymond James is not affiliated with and does not endorse the opinions or services of any of the mentioned organizations.
Forbes Top Next-Gen Wealth Advisors Best-in-State 2023, developed by Shook Research, is based on the period from 3/31/22 to 3/31/23 and was released 8/8/2023. 3,738 nominations were received and 1,464 won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://go.rjf.com/47BAF6L. Please see: https://bit.ly/3OzhwJY.