Financial Planner, Partner
PHONE: (615) 369-1419 | FAX: (615) 522-5399
Licenses & Certifications:
- Certified Financial Planner™ practitioner, CFP®
- Licensed Insurance Agent
- Registered Securities Representative of TrustCore Investments, LLC
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Kevin Mitchell meets his clients at the intersection of life and money. His practice is dedicated to helping business owners, executives and retirees solve their most complex financial challenges.
Kevin began practicing in 2010, joined TrustCore in 2013 and became a Partner in 2020. Kevin and his team have developed a process that helps clients navigate some of life’s most difficult transitions. The outcome of this process is a dynamic and fluid plan that empowers clients to live the life they desire. Kevin has spent his career helping clients better understand their perceptions of money, and seeks to help them understand how to make their resources work for them, not the other way around.
Kevin holds a BBA in Finance from the University of Mississippi. He is a CERTIFIED FINANCIAL PLANNER(TM) practitioner and holds Series 6, 7, 63, and 66 licenses. Passionate about the financial planning profession, Kevin serves as President-Elect of the Financial Planning Association of Middle Tennessee. He also serves as Trustee to Goodwill Industries of Middle Tennessee, helping oversee the management of their Trust assets.
He lives in Nashville with his wife, Rainey, and their three children. They are members of Christ Presbyterian Church.