• Mitchell Oldewurtel

    Senior VP Wealth Management

Mitch Oldewurtel is Senior Vice President, Investments with Silverleaf Wealth Advisory of Raymond James. Mitch utilizes a sound investment strategy and aims to provide consistent, professional advice to guide clients as they achieve their financial goals.

In addition to strategy, Mitch focuses on taking an active role towards strengthening his client’s knowledge base in the areas of retirement, tax-advantaged investing and advanced estate planning. He is able to deliver high caliber wealth management by helping to create value, focus and understanding.

Mitch began his career in US Air Force Intelligence Operations. Mitch’s extensive experience within the financial field includes tenures with Shearson Lehman Brothers, GE Capital, Vanguard, Charles Schwab, and JP Morgan Asset Management.

As your Financial Advisor, I can help you and your family define and strive to meet your goals by delivering a broad array of resources to you in the way that is most appropriate for how you invest and what you want to ultimately achieve. Working together, I can help you preserve and grow your wealth. At Raymond James you will have access to some of the world’s most seasoned and respected investment professionals, a superior trading and execution platform and a vast spectrum of investment choices.

Services Include

  • 401(k) Rollovers
  • Annuities
  • Asset Management
  • Cash Management & Lending Products
  • Corporate Bonds
  • Estate Planning Strategies
  • Financial Planning
  • Fixed Income
  • IRA Plans
  • Life Insurance
  • Municipal Bonds
  • Professional Portfolio Management
  • Retirement Income Strategies
  • Retirement Plan Participants
  • Retirement Planning
  • Trust Accounts & Services
  • Wealth Management & Planning