Gerry Mitchell, Cfp®, Cpfa™ Email & Phone Number

My belief is that managing wealth extends beyond building investment portfolios. It means collaborating with people to define what matters most as they prepare for the next stage of life and the financial implications of such planning.Each person's future is like their fingerprint – unique – while sharing common priorities. Many look for my guidance with the unanswered questions centered on 7 key life priorities:Family Finances Health Home Leisure Work GivingLife comes with change, meaning no straight line when it comes to your finances. I assist people in navigating thru the cycles of life without losing focus on their priorities. They deserve nothing less!As a CERTIFIED FINANCIAL PLANNER® professional utilizing my resources at Merrill, I am able to develop a personalized strategy that helps to define and accomplish those goals. My greatest professional satisfaction comes from knowing that what I do makes a difference and that I have been instrumental in improving our client's experiences.When I am not at home or in the office, you can often find me watching my children's sporting events, on the golf course or in the woods hunting with my children.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.

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  University Of Alabama System

  Bachelor'S Degree