Mitch utilizes his expertise in financial planning and investment management to help clients and their families with all aspects of their financial lives, including estate planning, insurance planning, tax planning, retirement planning, investment management and college planning. He has a genuine passion for his clients and his career. Helping his clients meet their financial goals is the single most rewarding aspect of his job.
Mitch is a CERTIFIED FINANCIAL PLANNER™ practitioner. By being certified by the CFP Board, he has taken the extra step to demonstrate his professionalism by voluntarily submitting to the rigorous CFP® certification process that includes highly demanding education, examination, experience and ethical requirements. In addition, Mitch holds Series 7, 63 and life, health and variable annuities licenses.
In 2013, Mitch partnered with his mother to establish the Lamchick Financial Group of Raymond James. Previously, he spent more than 13 years at Northern Trust in the Miami & Boca Raton offices.
Mitch earned a bachelor’s degree in finance with a minor in Spanish from Tulane University. During his junior year, he spent six months studying abroad attending the Universidad de Ecadi in Madrid, Spain. He then continued his education at the University of Miami, where he earned an MBA in finance.
Mitch is a Miami native and has spent time living in South Beach, downtown Miami and Pinecrest. Today he lives in Parkland, Florida, with his wife, Jill, and daughters, Brooke and Jessie. In his free time, he enjoys golf, tennis, reading, running and travel. Mitch speaks proficient Spanish.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.