Jim Mitchell
Retirement Planning | Wealth Management

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Jim Mitchell, CFP®, Financial Advisor
For over 30 years I have been helping investors prepare for a secure retirement, plan their financial futures, manage investment portfolios, and create strategies for investment income.

As a CERTIFIED FINANCIAL PLANNER™ professional and Financial Advisor with Raymond James, one of the premier investment and wealth management firms in the United States, I can help design, implement and monitor a financial plan to help achieve your goals. Let's start planning your future today.

7 STEPS

to a

SECURE RETIREMENT

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7 STEPS TO A SECURE RETIREMENT
or arrange a retirement planning consultation
(Zoom, phone or in person), call 864 365-6007.

Jim Mitchell, CFP®, Financial Advisor
--CERTIFIED FINANCIAL PLANNER professional
--Financial Advisor / Branch Manager, Raymond James
--Secretary/Board Member 2015-2017, FPA of South Carolina
--Past President, Rotary Club of Mauldin, SC
--Past President, Rotary Club of Temple Terrace, FL
--Guitarist, Memorial Methodist Church, Greer, SC

Let's start planning your future today. Call us at 864 365-6007.

Greenville, SC Office
3505 Pelham Road, Suite B
Greenville, SC 29615

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

jim.mitchell@raymondjames.com

Wealth Management Services

Wealth Management

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Dividend Income Strategies

Retirement and Financial Planning

Long-Term Care Planning

Tax-Free Income Strategies

Planning for College

Individual Retirement Accounts

Annuities

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Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

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