Deann Mitchell, Mba, Cfp, Csa, Cdfa Email and Phone Number
Deann Mitchell, Mba, Cfp, Csa, Cdfa work email
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Deann Mitchell, Mba, Cfp, Csa, Cdfa personal email
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Deann Mitchell, Mba, Cfp, Csa, Cdfa phone numbers
Deann has over 30 years of experience in the financial services industry, and is a Certified Financial Planner, a Certified Divorce Financial Analyst, and a Certified Senior Advisor. She joined CAPTRUST in 2022, a national leader in individual and institutional wealth management, and endowment and foundation investment management.Her practice focuses on women's wealth management, divorce financial planning, senior financial planning and non-profit fiduciary support. She listens and understands the unique needs of her clients, and builds deep relationships with them. She is passionate about being an advocate and a connector for women, especially when they are going through divorce or loss of a loved one. She helps them make calm out of chaos, and achieve their financial goals and dreams.
Captrust
View- Website:
- captrustadvisors.com
- Company phone:
- (919) 870-6822
- Company email:
- info@captrustadvisors.com
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Vice President | Wealth AdvisorCaptrust Jul 2022 - PresentRaleigh, Nc, UsDeann joined CAPTRUST is 2022 from Frontier Wealth Management and serves as a senior vice president and financial advisor. She has over 30 years of experience in the financial services industry, and her practice focuses on womenโs wealth management, divorce financial planning, and transition financial planning.Deann enjoys being involved in many civic and philanthropic pursuits. She is a member of Central Exchange and a board member for the Veterans Voices Writing Project. In 2012, Deann was appointed as a board member of the Kansas Credit Union Council, and in 2016, she was appointed to the Governorโs Behavioral Health Services Planning Council.Deann holds a Bachelor of Arts degree in applied organizational leadership from MidAmerica Nazarene University, as well as a Master of Business Administration degree from Western Governors University. She has earned the designations of Certified Financial Planner (CFPยฎ) and Certified Divorce Financial Analyst (CDFA).Outside of work, Deann enjoys spending time with her husband and two adult daughters, as well as traveling, reading, and sewing.
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PrincipleDeann Mitchell Consulting, Llc May 2019 - Jul 2022When a change occurs in your life, whether it's retirement, a career shift, divorce, illness, dementia, or the loss of a loved one, and you find yourself in a new phase of life, you need an advisor with experience who can help.
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Wealth Advisor, Certified Financial Planner, Certified Divorce Financial AnalystFrontier Wealth Management Jun 2013 - Jul 2022Frontierโs diverse team of financial advisors are focused on serving the current and future needs of high net worth families, family endowments, foundations and corporations. We also are committed to helping you achieve your goals, while uncovering opportunities along the way.Frontier Wealth Management is an independent SEC Registered Investment Advisor (RIA), serving a nationwide group of clients from offices in Kansas City, MO, Wichita, KS, Chicago, IL and Albany, GA. Frontier provides a wide range of solutions to its individual, family, corporate and non-profit clientele.Frontier was founded with a vision for helping people achieve their financial goals. At Frontier Wealth, Deann has the opportunity to be part of a team with a strong desire to help families and individuals turn their dreams in to reality.
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Candidate For Kansas House Of Representatives District 26State Of Kansas Feb 2018 - Nov 2018Born and raised a Kansas farm girl, living in Olathe for the past 33 years, I understand the unique needs of both rural and suburban Kansans. I am eager to be a voice for my community to ensure our priorities are addressed in the legislature.www.deannmitchell4kansas.com
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Financial Advisor, Certified Financial Planner, Certified Divorce Financial AnalystAmeriprise Financial Services, Inc. Jan 2012 - Jun 2013Minneapolis, Mn, UsCertified Financial Planner, CFPยฎCertified Divorce Financial Analyst, CDFAChartered Financial Consultant, ChFC -
Financial Advisor & Certified Financial Planner, CfpU.S. Bancorp Investment Inc Nov 2006 - Jan 2012Certified Financial Planner and Investment Advisor in numerous bank locations in the Kansas City Metro area.
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Financial AdvisorIng Financial Advisors Jan 1999 - Oct 2006Financial Advisor working with employees of schools, hospitals, and government agencies within the State of Kansas.
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Registered RepresentativeAetna Financial Services Feb 1986 - Jan 1999Assisted schools, universities, hospitals and government agencies with implementing and administering their employer sponsored retirement plans.
Deann Mitchell, Mba, Cfp, Csa, Cdfa Skills
Deann Mitchell, Mba, Cfp, Csa, Cdfa Education Details
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Western Governors UniversityBusiness/Managerial Economics -
Midamerica Nazarene UniversityApplied Organizational Leadership
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Certified Financial Planner Board Of StandardsFinancial Planning
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The American College Of Financial ServicesFinancial Planning
Frequently Asked Questions about Deann Mitchell, Mba, Cfp, Csa, Cdfa
What company does Deann Mitchell, Mba, Cfp, Csa, Cdfa work for?
Deann Mitchell, Mba, Cfp, Csa, Cdfa works for Captrust
What is Deann Mitchell, Mba, Cfp, Csa, Cdfa's role at the current company?
Deann Mitchell, Mba, Cfp, Csa, Cdfa's current role is Advisor | Advocate | Connector | Non Profit Leader |New Grandma ๐ถ | Avid Reader ๐ | Textile Artist ๐งถ.
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Deann Mitchell, Mba, Cfp, Csa, Cdfa's direct phone number is +181658*****
What schools did Deann Mitchell, Mba, Cfp, Csa, Cdfa attend?
Deann Mitchell, Mba, Cfp, Csa, Cdfa attended Western Governors University, Midamerica Nazarene University, Certified Financial Planner Board Of Standards, The American College Of Financial Services.
What are some of Deann Mitchell, Mba, Cfp, Csa, Cdfa's interests?
Deann Mitchell, Mba, Cfp, Csa, Cdfa has interest in Children, Economic Empowerment, Civil Rights And Social Action, Education, Environment, Disaster And Humanitarian Relief, Human Rights, Arts And Culture, Health.
What skills is Deann Mitchell, Mba, Cfp, Csa, Cdfa known for?
Deann Mitchell, Mba, Cfp, Csa, Cdfa has skills like Collaborative Leadership, Non Profit Leadership, Leadership Development, Organizational Leadership, Leadership, Retirement Planning, Wealth Management, Financial Planning, Investments, Financial Advisory, Non Profit Development, Building Connections.
Who are Deann Mitchell, Mba, Cfp, Csa, Cdfa's colleagues?
Deann Mitchell, Mba, Cfp, Csa, Cdfa's colleagues are Brenda Alfaro, Linda Schaar, Prachi Yadav, Tyler Sites, Cpfaยฎ, Austin Douglas, Vivian Chin, Skyler Borgman, Cfa, Cfp, Frm.
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