Chris Mitchell
By taking a dynamic and individualized approach to helping clients Chris addresses their financial needs. This approach combines knowledge, experience and acumen with a deep understanding not just of a client’s goals and objectives, but of their lives, family, interests and passions. Chris' approach is based on “know-how” and “know-you”, and truly reflects a philosophy of working closely with clients to help them live the lives they want and plan for the future.
Formalized Training
During the spring of 2012 Chris earned the Certified Private Wealth Advisor® designation(CPWA®) from the Investments & Wealth Institute™ after completing the course component at the University of Chicago's Booth School of Business.
About Chris Mitchell
Born and raised in Nashvillie, Chris has a B.S. in Business Administration with a concentration in Finance from Belmont University. He holds the Series 7, 65, and 63 FINRA registrations.
Chris has served on the Board of Directors for Big Brothers Big Sisters of Middle Tennessee, Commodore Yacht Club and Sequoia Swim and Tennis Club (President ‘11). In his spare time he coaches youth soccer and plays competitive tennis. Chris is married to Christie (Chaffin) of Gallatin, Tennessee. They have two daughters, Carlie (’03) and Lucy (’06). Chris began working in the financial services industry in 1998.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
