Mitch is Co-founder and President of Retirement Wealth Specialists, a wealth services firm. He specializes in creating personalized portfolios by understanding clients’ unique needs and goals. His extensive experience in investment management and alternative investments allows him to recommend relevant investments for each portfolio.
As a result of his success, Mitch has been quoted in Investment News Magazine, featured in NFP Advisor Focus Magazine and has participated in forums for various organizations throughout the United States.
Since graduating with a Bachelor of Arts degree in Psychology from Flagler College in Saint Augustine, Florida, he has continued to be a leader in the Flagler community. Mitch is a member of the prestigious Board of Trustees where he is Chairman of the Institutional Advancement Committee and sits on both the Facilities Committee and Enrollment Committee. The college awarded Mitch the inaugural Flagler College Service Award, presented to alumni who have rendered a high degree of service to the school for more than 10 years. Mitch has also been honored by the college as a member of the Omicron Delta Kappa, The National Leadership Honor Society.
Mitch received his Accredited Asset Management Specialist® certification from the College for Financial Planning®.
He holds a Series 7: General Securities Representative License, Series 63: Uniform Securities Agent State Law Examination License and Series 65: Uniform Investment Adviser Law Examination License.
For media or interview inquiries contact Rob Clayton at email@example.com or 407-875-2674.
Check the background of this firm on BrokerCheck by FINRA.
The above links are provided for your information only. As they are provided by third parties, Kestra IS and Kestra AS do not endorse, nor accept any responsibility for the content. Kestra IS and Kestra AS do not independently verify this information, nor do we guarantee its accuracy or completeness.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Retirement Wealth Specialists is not affiliated with Kestra IS or Kestra AS. Neither Kestra IS nor its affiliates provide legal or tax advice. This content is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Adviser Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 512-697-6000.
© 2017 Retirement Wealth Specialists