Charles Mitchell

Charles D. Mitchell Jr.
Vice President Financial Advisor Investment Services Group Truist Investment Services, Inc.

45 Powder Creek Ln

Rocky Mount, VA 24151-6488

Chas.Mitchell@Truist.com

Phone 540-489-6907

Get directions

See all locations

About me

Background

Charles Mitchell offers clients more than 15 years of financial services, retirement planning, and investment management experience. His goal is to simplify the complicated world of investment strategies and help clients preserve and grow their hard-earned assets.  

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

Locations

Loading location info...
Return to list view

Location data unavailable at this time. We apologize for the inconvenience.

Map

{0}

{1}

{2}

Office hours

{5}

Phone {3}
 Fax {4}

{0} {1}

Recommended Resources

Market Pulse November 17, 2025

Market views heading into the week highlight what we're watching and important news ahead.

Market views heading into the week of November 17, 2025 highlight what we're watching and important news ahead.
11/17/2025
Article
11/17/2025
Market Pulse – November 17, 2025

Market Pulse November 17, 2025

Market views heading into the week highlight what we're watching and important news ahead.

Market Pulse – November 17, 2025

Market views heading into the week of November 17, 2025 highlight what we're watching and important news ahead.
Market views heading into the week of November 17, 2025 highlight what we're watching and important news ahead.
11/17/2025
Article
11/17/2025
Market Pulse – November 17, 2025

Market Perspective Another gut check, tech under pressure, yet structural leadership intact

Market Perspective
11/14/2025
Article
11/14/2025
Market Perspective – November 14, 2025

Market Perspective Another gut check, tech under pressure, yet structural leadership intact

Market Perspective – November 14, 2025

Market Perspective

Market Perspective
11/14/2025
Article
11/14/2025
Market Perspective – November 14, 2025

Economic Data Tracker The shutdown ends, but the data backlog won’t be resolved for a while

Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.

Our weekly view on the economy including rationale on GDP, jobs report, and Fed policy decisions for the week of November 14, 2025
11/14/2025
Article
11/14/2025
Economic Data Tracker – November 14, 2025

Economic Data Tracker The shutdown ends, but the data backlog won’t be resolved for a while

Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.

Economic Data Tracker – November 14, 2025

Our weekly view on the economy including rationale on GDP, jobs report, and Fed policy decisions for the week of November 14, 2025
Our weekly view on the economy including rationale on GDP, jobs report, and Fed policy decisions for the week of November 14, 2025
11/14/2025
Article
11/14/2025
Economic Data Tracker – November 14, 2025
    {0}

    {0}

    {2}
    {6}
    {7}
    {8}
    {9}
    {12}
    {10}
    {11}

    {3}

    {1}
    {2}
    {6}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}
    {1}
    {2}
    {7}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}
    Component ID : "accordionGridLayout-1288434688"
    Model : "disclaimer"
    Position : "left"

    Disclosures

    Truist Bank, Member FDIC. © 2025 Truist Financial Corporation. Truist, the Truist logo, Truist Purple, Truist One, Truist Marquee, LightStream, and the LightStream logo are service marks of Truist Financial Corporation.

    Equal Housing Lender

    Investment and Insurance Products:

    • Are Not FDIC or any other Government Agency Insured
    • Are Not Bank Guaranteed
    • May Lose Value

    TRUIST is a service mark of Truist Financial Corporation (Truist) and its affiliates.

    Services provided by Truist Financial Corporation (Truist) affiliates: Banking products and services, including loans and deposit accounts, provided by Truist Bank, Member FDIC. Trust and investment management services provided by Truist Bank. Securities, brokerage accounts and/or annuities offered by Truist Investment Services, Inc., an SEC registered broker-dealer, and member FINRA and SIPC, and a licensed insurance agency. Investment advisory services offered by Truist Advisory Services, Inc. and GFO Advisory Services, LLC, SEC registered investment advisers. Some insurance products offered by Truist Investment Services, Inc. Other insurance products offered by Marsh & McLennan Agency, LLC (as successor in interest to McGriff Insurance Services, LLC) CA License #0H18131, Kensington Vanguard National Land Services, and Crump Life Insurance Services. Truist Life Insurance Services (TLIS) is a division of Crump, Arkansas License #100103477. Variable insurance material is for broker-dealer or registered representative use only. Variable products distributed by P.J. Robb Variable, LLC, Arkansas License #100110185. Member FINRA.

    Marsh & McLennan Agency LLC, Kensington Vanguard National Land Services, Crump Life Insurance Services, Truist Life Insurance Services, and P.J. Robb Variable, LLC are not affiliated with Truist Financial Corporation or any of its subsidiaries.

    Truist Securities is a trademark of Truist Financial Corporation. Truist Securities is a trade name for the corporate and investment banking services of Truist and its subsidiaries. All rights reserved. Securities and strategic advisory services are provided by Truist Securities, Inc., member FINRA and SIPC. Lending, financial risk management, and treasury management and payment services are offered by Truist Bank.

    Mortgage products and services are offered through Truist Bank. All Truist mortgage professionals are registered on the Nationwide Mortgage Licensing System & Registry (NMLS), which promotes uniformity and transparency throughout the residential real estate industry. Search the NMLS Registry.

    Comments regarding tax implications are informational only. Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.

    "Truist Advisors" may be officers and/or associated persons of the following affiliates of Truist, Truist Investment Services, Inc., and/or Truist Advisory Services, Inc. Truist Wealth, International Wealth, Center for Family Legacy, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are trade names used by Truist Bank, Truist Investment Services, Inc., and Truist Advisory Services, Inc.

    Applications, agreements, disclosures, and other servicing communications provided by Truist Bank and its subsidiary businesses will be provided in English. As a result, it will be necessary for customers to speak, read and understand English or to have an appropriate translator assisting them. Please note that Truist provides translations of webpages, documents and disclosures as a courtesy and in the event of any inconsistencies or discrepancies between the English content and the translated content, the English content supersedes the translation. Truist offers phone support in Spanish at 844-4TRUIST (844-487-8478), option 9. For assistance in other languages, please speak to a representative directly.

    New York City residents:

    Translation or other language access services may be available. When calling our office regarding collection activity, if you speak a language other than English and need verbal translation services, be sure to inform the representative. A description and translation of commonly-used debt collection terms is available in multiple languages at http://www.nyc.gov/dca.

    Borrowers with Limited English Proficiency (LEP) needing information can use the following resources:

    The Consumer Finance Protection Bureau (CFPB) also provides additional resources for homeowners seeking payment assistance in select languages at: https://www.consumerfinance.gov/housing/housing-insecurity/help-for-homeowners/

    Site footer

    Footer Navigation

    Banking products
    About Truist
    Resources
    Support

    © 2025, Truist. All Rights Reserved.