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Jim Mitchell, CFP®, Financial Advisor



Financial Advisor, Branch Manager

Decades of knowlege and experience
helping clients plan their financial futures.

Community Service

Past President of three Rotary clubs
Past Assistant Governor Rotary District 6890
Founder of the Rotary Club of Greer, SC

Secretary and Board Member (2017)
Financial Planning Association of South Carolina

Family and Fun

Husband, father of three, grandfather of five

Guitarist, singer in the contemporary band at church

BAs in Accounting and History
University of South Florida, Tampa

Dog walker, cat wrangler



What is your investment objective? Income? Growth? Capital preservation? We create investment portfolios based on your goals, risk tolerance and time horizon.

We can also answer questions about annuities, mutual funds and Exchange -Traded Funds.

For clients interested in individual stocks and bonds, we provide guidance and advice.


When should you start taking social security?

When should you sign up for Medicare? Is traditioal Medicare right for you or should you consider an Advantage plan?

Should you consider long-term care insurance?

Call with your questions.

Call today for a free, no-obligation retirement or financial planning consultation.

864 365-6007

Greenville, SC office: 3505 Pelham Road, Suite B, Greenville, SC 29615
Tampa, FL office: 14502 N. Dale Mabry Hwy, Suite 200, Tampa, FL 33618
864 365-6007

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

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