4 months ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
- With CAPTRUST Since 2020
- 334.272.1192
-
One Commerce St
#800
Montgomery, AL 36104
Brian S. Mitchell, CFP®, CPWA®
Principal,
Financial Advisor
- Montgomery, AL
- At Home in Mitford | The Sound of Music
- Fred Rogers, Max Lucado, and Timothy Keller
- Live simply. Love generously. Care deeply. Speak kindly. Leave the rest to God.
- Integrity, generosity, and loyalty
Financial Advisors
Brian Mitchell is a principal and financial advisor based in Montgomery, AL.
Brian joined CAPTRUST in 2020 from Welch Hornsby, an independent, fee-only investment advisory firm, where he served as a client advisor for more than 25 years.
In his role as principal and financial advisor for CAPTRUST, Brian works closely with high-net-worth individuals and families to assist them in bringing order and purpose to their financial lives. He helps to ensure the various financial decisions they make along with all their available assets and resources are coordinated and working towards the specific goals and dreams important to them and their family. Brian also consults on endowments, foundations, and corporate retirement plans.
Brian holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and is also a Certified Private Wealth Advisor® (CPWA®).
Brian and his wife, Leigh, are the parents of two sons.
Education
- Bachelor of Science degree in business from Auburn University
Industry Designations
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- Certified Private Wealth Advisor® (CPWA®)
Industry Involvement
- Member, Board of Trustees for the Alabama Christian Academy
- Former Board Member and President, Agape of Central Alabama
