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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 770-385-2446

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About me

Background

Johnathan Mitchell is a Financial Advisor with Truist Investment Services, Inc. He offers clients more than 15 years of financial services, retirement planning, and investment management experience. 

Registered Representative Truist Advisory Services, Inc. Truist Investment Services, Inc. 

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

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