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David M

Series 66

Franklin, TN

Raymond James Financial

David Mitchell Jr. is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds the Series 66 designation and has worked with Raymond James Financial Services Advisors since 2013. His career also includes roles at FB Investment Partners, FB Wealth Partners, and FirstBank since 2020. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides non-discretionary planning tailored to client goals, supported by analytical tools and risk profiling, and is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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