Chris Mitchell
Chris Mitchell takes a dynamic and highly personalized approach to helping clients address their financial needs. By combining deep industry knowledge, extensive experience, and sound financial judgment with a genuine understanding of each client’s goals, values, and aspirations, he helps create strategies tailored to their unique circumstances.
Chris believes successful wealth management is built on both "know-how" and "know-you." His philosophy centers on developing meaningful relationships with clients, taking the time to understand not only their financial objectives but also their families, interests, and passions. This comprehensive approach allows him to help clients navigate life's opportunities and challenges while planning confidently for their future.
Professional Credentials and Education
In 2012, Chris earned the Certified Private Wealth Advisor® (CPWA®) designation from the Investments & Wealth Institute® after completing the program's educational requirements at the University of Chicago Booth School of Business.
Chris holds a Bachelor of Science in Business Administration with a concentration in Finance from Belmont University. He also holds FINRA Series 7, 63, and 65 registrations.
Community Involvement
A committed community leader, Chris has served on the Board of Directors for Big Brothers Big Sisters of Middle Tennessee, Commodore Yacht Club, and Sequoia Swim & Tennis Club, where he served as President in 2011. He is passionate about giving back to the community and investing in future generations.
Personal Background
Born and raised in Nashville, Tennessee, Chris has been helping individuals and families pursue their financial goals since beginning his career in the financial services industry in 1998. Outside of work, he enjoys golf and playing competitive tennis.
Chris and his wife, Christie (Chaffin) Mitchell, who is from Gallatin, Tennessee, are proud parents of two daughters, Carlie and Lucy.
With more than two decades of experience, Chris remains dedicated to helping clients make informed financial decisions and build lasting legacies for their families.
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.
