Pamela Mitchell,
CERTIFIED FINANCIAL PLANNERTM, MBA
Senior Vice President, Investments
Everyone has a dream. Whether it’s leveling up a career, building a business, taking care of loved ones, forming a nonprofit, or retiring near the ocean or in the mountains, money is a tool to help everyone pursue their dreams. Pamela Mitchell’s total focus is working with you, specifically helping you design a financial plan that bolsters your financial confidence and aims to support your dreams.
At Raymond James, Pamela has access to the financial expertise and services of one of the largest independent full-service financial services firms not headquartered on Wall Street. If you have a question or concern, she and her staff strive to respond promptly. She believes you are the center of her practice. Pamela aims to provide all the knowledge you need to make informed decisions, based on realistic expectations, about your investment needs.
Managing one’s wealth is about more than just investments. Families and business owners need a financial plan that addresses life’s risks, such as long-term care, disability, business buy-sell arrangements, spending and investing and planning for retirement, and taking care of the people they love.
Pamela’s dedication to you and to her craft is exhibited by her credentials, which include an MBA in finance, a CERTIFIED FINANCIAL PLANNER™ certification, and Series 7 and Series 66 licenses, as well as life, health and disability insurance license. Her background in business goes beyond financial services. She also worked in marketing and strategic planning in corporate America.
As a member of the National Speakers Association, she has spoken at conferences and published articles. As a strategic planning consultant, she helped her clients develop strategic plans to grow their businesses by becoming value leaders in their segment. Now, she applies those same skills to support her clients’ dreams.
Pamela is located in Naples, Florida but serves clients across the country. She is married, and she has four children. In her free time, she enjoys tennis, cycling, pickleball and hiking.
