Mitchell Washington Email and Phone Number
Mitchell Washington work email
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Mitchell Washington personal email
Mitchell is an experienced and dedicated financial advisor. He has been serving business and individual clients since 2001. He specializes in assisting businesses establish and manage retirement plans and individuals in or near retirement with income planning, asset management, and legacy planning. His unique financial management style provides professional asset management tailored to his client’s risk tolerance combined with a low fee structure. Proper management, appropriate risk, and low fee structures help clients maximize potential returns. This approach allows Mitchell and his clients to have relationships grounded in finding the best financial solutions to meet the needs of the client. Mitchell focuses on client goals at whichever stage of investing they require, such as wealth accumulation, retirement income strategies, annuities, asset protection, and life insurance. His education includes a Bachelor of Arts in Economics from the University of Missouri Columbia and a Master of Arts in Public Policy from Liberty University. Client service is paramount in his practice.
Williamson Financial Management Group
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Senior Vice President | Financial Advisor | U.S. Army VeteranWilliamson Financial Management Group Mar 2018 - PresentFlorissant, Missouri, Us
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Financial AdvisorValic Jun 2015 - Apr 2017Houston, Tx, Us -
Financial Advisor | Investment | Life Insurance | Long-Term Care Insurance)Cambridge Investment Research, Inc. Jan 2011 - Jun 2015Fairfield, Ia, UsRun an independent financial advisory for retail and affluent clients. Provide excellent investment advice, financial management, portfolio risk management and other financial services to clients. Work with financial services vendors to determine best solutions and products to meet client needs.• Develop meaningful relationships with clients, successfully guiding them to meet their goals• Independently operate financial services office• Work with clients of various financial backgrounds to determine the most appropriate financial products and strategies to help them meet their short ,medium and long term financial goals through the use of a wide range of financial products -
Senior Financial Advisor (Financial Advising | Investment Planning)U.S. Bank 2007 - 2010Minneapolis, Mn, UsResponsible for providing investment services to affluent clients within the St Louis area as well as other states where licenses are held. Manage the portfolios for over three hundred households totaling over 20 million dollars in assets under care. Coordinate with the branch managers, branch staff and banking partners to meet the goals of the organization and investment needs of clients from each branch.• Coordinated efforts and worked with branch staff at four locations to meet client needs and expectations• Provided financial services for affluent and retail clients -
Financial Advisor | Investment Representative | Investments | Life Insurance | Ltc InsuranceEdward Jones 2001 - 2007St. Louis, Mo, UsResponsible for successfully running a branch office within the business district of Downtown St Louis, MO. Provided asset management and investment services to over 350 households and over 750 individual client accounts. Managed assets under care for all stages of investors from accumulation and wealth building to maintenance and retirement income generation.• Successfully qualified for individual branch assignment and personal assistant• Developed and grew the branch assets through individual efforts• Increased branch assets by 31% and branch revenue by 42% in 2006• Achieved Leaders Circle award for production in 2006• Supervised assistant and intern -
Loan Officer | Economic DevelopmentSt. Louis Economic Development Partnership 1997 - 2000St. Louis, Mo, UsResponsible for loan origination, development follow-through and closing of projects which required public financing, to include Community Development Block Grant (CDBG) funds. Provided loan assistance to a range of businesses including start-ups and existing companies. Provided specialized loan programs to minority and women owned businesses and coordinated with partner banks to help meet community reinvestment act requirements.• Completed over 60 loans with no recorded default or loss of funds to the agency• Utilized various financing incentive programs including SBA 504 loans, HUD Economic Development loan programs, Tax credit, Tax Increment Financing and bond programs to help small business owners accomplish their financing goals.• Used my broad knowledge for federal, state and local funding programs and the coordinated use of these programs to retain and attract businesses and jobs to St. Louis• Served as Director of the Enterprise Community and as the City’s Liaison to the Empowerment Zone. -
Project Monitor - Economics | Economic Development | Community DevelopmentCity Of St. Louis - Community Development Administration 1994 - 1998St Louis, Mo, Us -
Tax AssessorCity Of St. Louis - Community Development Administration 1991 - 1994St Louis, Mo, Us
Mitchell Washington Skills
Mitchell Washington Education Details
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Liberty UniversityPublic Administration -
Liberty UniversityOrganizational Leadership
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University Of Missouri-ColumbiaEconomics
Frequently Asked Questions about Mitchell Washington
What company does Mitchell Washington work for?
Mitchell Washington works for Williamson Financial Management Group
What is Mitchell Washington's role at the current company?
Mitchell Washington's current role is Financial Planning | Retirement Planning | Social Security Planning | Investment & Asset Management | 401k & Retirement Plans | Retirement Income Planning | Insurance & Risk Protection | 314-972-1990.
What is Mitchell Washington's email address?
Mitchell Washington's email address is mi****@****bal.net
What schools did Mitchell Washington attend?
Mitchell Washington attended Liberty University, Liberty University, University Of Missouri-Columbia.
What are some of Mitchell Washington's interests?
Mitchell Washington has interest in Motorcycling, Economic Empowerment, Poverty Alleviation, Hunting, Motorcycle Restoration, Fishing.
What skills is Mitchell Washington known for?
Mitchell Washington has skills like Investments, Retirement, Financial Advisory, Insurance, Life Insurance, Retirement Planning, Mutual Funds, Wealth Management, Long Term Care Insurance, Series 7, Strategic Financial Planning, Bonds.
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