Charles Mitchell

Charles D. Mitchell, Jr. CFP®
Financial Advisor Investment Services Group Truist Investment Services, Inc.

45 Powder Creek Ln

Rocky Mount, VA 24151-6488

About me

Background

I offer clients more than 13 years of financial services, retirement planning, and investment management experience. My goal is to simplify the complicated world of investment strategies and help clients preserve and grow their hard-earned assets.  

Registered Representative, Truist Investment Services, Inc. Investment Advisor Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science in Biological Systems Engineering
Virginia Tech University 1996 2000
Masters of Business Administration
Webster University 2004 2006

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

To
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