Johnathan Mitchell

Johnathan E. Mitchell
Vice President Financial Advisor Truist Investment Services, Inc.

SugarLoaf Civic Center

6475 Sugarloaf Pkwy,

Duluth, GA 30097-4092

j.e.mitchell@truist.com

Phone 770-285-3443

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About me

Background

Johnathan Mitchell is a seasoned Financial Advisor with Truist Investment Services, Inc. Johnathan has wealth of experience in retirement planning and investment management. With over 15 years in the industry, he has honed his experience and developed a deep understanding of the complexities of financial planning. His long tenure in the field reflects his commitment of helping clients navigate the ever-changing landscape of personal finance. 

Johnathan assist clients in defining their financial goals, creating personalized retirement plans, and implementing investment strategies to address those goals.  He offers guidance on various investment options, risk management, tax planning*, and estate planning to help clients secure their financial future. 

Investment Advisor Representative, Truist Advisory Services, Inc.


*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.
Check the background of this investment professional on FINRA's BrokerCheck

Education

B.S. in Business and Administration and Management
Appalachian State University 2004

Personal Interests

In Johnathan's free time, he enjoys spending time with his wife and two daughters, volunteering at his church, and giving back to the community where he grew up.  

Specialties

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

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • 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

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • 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

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