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Jim Mitchell, CFP®
Investment Consultant
Investment Management
Financial Planning
Raymond James®

Professional Investment Management

We design investment portfolios to help you achieve your goals and meet your needs. Our process includes:

1. Developing a strategic global view of stocks, bonds and commodities.

2. Creating a variety of dynamic model portolios that offer investors a wide range of investment objectives and risk tolerances.

3.Selecting securities that are both fundamentally-promising and technically attractive for each portfolio.

4.Actively monitoring and adjusting portfolios as market conditions change.



Investment Management

Retirement Income Strategies

Retirement Plan Optimization

Wealth Management

Financial Planning

Market Strategy
Insight from Jeffrey Saut, Raymond James' chief market strategist.

Economic Outlook
Scott Brown, Phd.

Financial Perspectives
Financial Planning Newsletter

401(k) Optimization
Does your 401(k), IRA or retirement plan have the right mix of investments to achieve your goals?
Greenville, SC Office
128 Millport Circle, Suite 200
Greenville, SC 29607
864-315-1639

Tampa, FL Office
14502 N. Dale Mabry Hwy. #200
Tampa, FL 33618

jim.mitchell@raymondjames.com


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