Mitch began his career at Merrill Lynch Wealth Management in 2015 in Jacksonville Florida after graduating from the University of Alabama with a degree in Finance and Economics from The Culverhouse College of Business. Mitch follows a disciplined process that begins with first taking the time to get to know you, your family, your family's financial situation and what matters most to all of you. He is dedicated to delivering an exceptional client experience through any facet of the relationship he is involved in. Mitch moved back to Birmingham in 2019. He currently holds Series 7 and Series 66 FINRA registrations as well as the Chartered Retirement Planning CounselorTM, and the Sports & Entertainment Accredited Wealth Management AdvisorTM Designations.","Mitch began his career at Merrill Lynch Wealth Management in 2015 in Jacksonville Florida after graduating from the University of Alabama with a degree in Finance and Economics from The Culverhouse College of Business. Mitch follows a disciplined process that begins with first taking the time to get to know you, your family, your family's financial situation and what matters most to all of you. He is dedicated to delivering an exceptional client experience through any facet of the relationship he is involved in. Mitch moved back to Birmingham in 2019. He currently holds Series 7 and Series 66 FINRA registrations as well as the Chartered Retirement Planning Counselor, and the Sports & Entertainment Accredited Wealth Management AdvisorTM Designations.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
