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@trustcore.com
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2 phones found area 615
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LinkedIn matched
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Kevin Mitchell, Cfp® is listed as Principal at CAPTRUST at CAPTRUST, a company with 621 employees, based in Nashville, Tennessee, United States. AeroLeads shows a work email signal at trustcore.com, phone signal with area code 615, and a matched LinkedIn profile for Kevin Mitchell, Cfp®.
Kevin Mitchell, Cfp® previously worked as Principal at Captrust and Partner at Trustcore. Kevin Mitchell, Cfp® holds Bachelor'S Degree, Finance from University Of Mississippi.
This section adds company-level context without repeating Kevin Mitchell, Cfp®'s masked contact details.
AeroLeads found 2 current-domain work email signals for Kevin Mitchell, Cfp®. Compare company email patterns before reaching out.
I came to CAPTRUST in 2022 as a Principal and Financial Advisor. Prior to that, I was part of the leadership team at TrustCore, a 39-year-old multi-billion dollar registered investment advisory firm. CAPTRUST acquired TrustCore to further expand its national footprint in partnership with an established and like-minded team in Nashville.My team and I specialize in solving the complex and unique financial challenges that corporate healthcare executives and small-business owners face. As part of our overall financial planning process, we focus on equity compensation (and associated planning strategies), exit planning, and tax planning.Outside of the office, I love spending time with my wife and three young children, coaching my son's baseball team, playing golf, hunting, and traveling.
Listed skills include Investments, Wealth Management, Finance, Estate Planning, and 3 others.
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A career timeline built from the work history available for this profile.
Nashville, Tennessee, United States
In 1989, the founders of CAPTRUST joined together to provide institutional and private investors an independent and objective choice for financial advice and fiduciary support.Our firm was built on the premise that investors are best served by advisors who are motivated to focus exclusively on the best interests of their clients. This unwavering commitment.
Nashville, Tennessee
39-year old RIA that was acquired by CAPTRUST in Dec. of '22.
Nashville, Tennessee
Other employees you can reach at captrustadvisors.com. View company contacts for 621 employees →
Eric Townsend
Colleague at Captrust
Raleigh, North Carolina, United States, United States
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Vicki Love
Colleague at Captrust
Austin, Texas, United States, United States
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Ted Lew, Ms, Cfp®
Colleague at Captrust
San Francisco Bay Area, United States, United States
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TA
Tahzeen Alam
Colleague at Captrust
Apex, North Carolina, United States, United States
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JL
Jason Lewis,Cfp®
Colleague at Captrust
Greenville, South Carolina, United States, United States
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ER
Ellen R. Shaer, Cfa
Colleague at Captrust
Westport, Connecticut, United States, United States
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CJ
Chris Jeppson
Colleague at Captrust
Draper, Utah, United States, United States
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BM
Bonnie Murray
Colleague at Captrust
Wilmington, North Carolina, United States, United States
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DD
Drew Digby, Cfp®, Cpa, Pfs, Cepa
Colleague at Captrust
Brentwood, Tennessee, United States, United States
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JM
Jon Meyer
Colleague at Captrust
Raleigh, North Carolina, United States, United States
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Quick answers generated from the profile data available on this page.
Kevin Mitchell, Cfp® works for CAPTRUST.
Kevin Mitchell, Cfp® is listed as Principal at CAPTRUST at CAPTRUST.
AeroLeads has found 2 work email signals at @trustcore.com for Kevin Mitchell, Cfp® at CAPTRUST.
AeroLeads has found 2 phone signal(s) with area code 615 for Kevin Mitchell, Cfp® at CAPTRUST.
Kevin Mitchell, Cfp® is based in Nashville, Tennessee, United States while working with CAPTRUST.
Kevin Mitchell, Cfp® has worked for Captrust and Trustcore.
Kevin Mitchell, Cfp®'s colleagues at CAPTRUST include Eric Townsend, Vicki Love, Ted Lew, Ms, Cfp®, Tahzeen Alam, and Jason Lewis,Cfp®.
You can use AeroLeads to view verified contact signals for Kevin Mitchell, Cfp® at CAPTRUST, including work email, phone, and LinkedIn data when available.
Kevin Mitchell, Cfp® holds Bachelor'S Degree, Finance from University Of Mississippi.
Kevin Mitchell, Cfp® is listed with skills including Investments, Wealth Management, Finance, Estate Planning, Financial Analysis, Investment Management, and Wealth.
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