Senior Vice President | Financial Advisor | U.S. Army Veteran
Current
Mar 2018 - Present
AeroLeads people directory · profile
Mitchell Washington Email & Phone Number
Senior Vice President | Financial Advisor | U.S. Army Veteran
at
Williamson Financial Management Group
1 work email found
@sbcglobal.net
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Vice President | Financial Advisor | U.S. Army Veteran
Location
St Louis, Missouri, United States
Who is Mitchell Washington? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Mitchell Washington is listed as Senior Vice President | Financial Advisor | U.S. Army Veteran at Williamson Financial Management Group, based in St Louis, Missouri, United States. AeroLeads shows a work email signal at sbcglobal.net and a matched LinkedIn profile for Mitchell Washington.
Mitchell Washington previously worked as Financial Advisor at Valic and Financial Advisor | Investment | Life Insurance | Long-Term Care Insurance) at Cambridge Investment Research, Inc.. Mitchell Washington holds Master Of Arts - Public Policy, Public Administration from Liberty University.
Company email context
Email format at Williamson Financial Management Group
This section adds company-level context without repeating Mitchell Washington's masked contact details.
*@sbcglobal.net
68% confidence
AeroLeads found 1 current-domain work email signal for Mitchell Washington. Compare company email patterns before reaching out.
Profile bio
About Mitchell Washington
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.
Listed skills include Investments, Retirement, Financial Advisory, Insurance, and 36 others.
Current workplace
Mitchell Washington's current company
Company context helps verify the profile and gives searchers a useful next step.
Williamson Financial Management Group
AeroLeads page
8 roles · 35 years
Mitchell Washington work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Jun 2015 - Apr 2017
Financial Advisor | Investment | Life Insurance | Long-Term Care Insurance)
- Run 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.
- 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.
Jan 2011 - Jun 2015
Senior Financial Advisor (Financial Advising | Investment Planning)
- Responsible 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.
- Coordinated efforts and worked with branch staff at four locations to meet client needs and expectations
- Provided financial services for affluent and retail clients
2007 - 2010
~3 yrs
Financial Advisor | Investment Representative | Investments | Life Insurance | Ltc Insurance
- Responsible 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.
- 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
2001 - 2007
~6 yrs
Loan Officer | Economic Development
- Responsible 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.
- 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.
- 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.
1997 - 2000
~3 yrs
Project Monitor - Economics | Economic Development | Community Development
1994 - 1998
~4 yrs
1991 - 1994
~3 yrs
3 education records
Mitchell Washington education
Master Of Arts - Public Policy, Public Administration
Liberty University
Master'S Certificate In Leadership And Management, Organizational Leadership
Liberty University
Ba - Economics, Economics
University Of Missouri-Columbia
FAQ
Frequently asked questions about Mitchell Washington
Quick answers generated from the profile data available on this page.
What company does Mitchell Washington work for?
Mitchell Washington works for Williamson Financial Management Group.
What is Mitchell Washington's role at Williamson Financial Management Group?
Mitchell Washington is listed as Senior Vice President | Financial Advisor | U.S. Army Veteran at Williamson Financial Management Group.
What is Mitchell Washington's email address?
AeroLeads has found 1 work email signal at @sbcglobal.net for Mitchell Washington at Williamson Financial Management Group.
Where is Mitchell Washington based?
Mitchell Washington is based in St Louis, Missouri, United States while working with Williamson Financial Management Group.
What companies has Mitchell Washington worked for?
Mitchell Washington has worked for Williamson Financial Management Group, Valic, Cambridge Investment Research, Inc., U.S. Bank, and Edward Jones.
How can I contact Mitchell Washington?
You can use AeroLeads to view verified contact signals for Mitchell Washington at Williamson Financial Management Group, including work email, phone, and LinkedIn data when available.
What schools did Mitchell Washington attend?
Mitchell Washington holds Master Of Arts - Public Policy, Public Administration from Liberty University.
What skills is Mitchell Washington known for?
Mitchell Washington is listed with skills including Investments, Retirement, Financial Advisory, Insurance, Life Insurance, Retirement Planning, Mutual Funds, and Wealth Management.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial