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 focuses on helping corporate healthcare executives, business owners, physicians and retirees solve complex financial issues so they can focus on what matters most in their lives. Committed to providing thoughtful, personal advice, Kevin takes pride in getting to know his clients so he can deliver customized solutions to meet their individual needs. He believes everyone deserves the increased confidence and greater peace of mind that come from having a coordinated financial plan.
Kevin holds a BBA in Finance from the University of Mississippi, with an investments concentration. He serves as Trustee to Goodwill Industries of Middle Tennessee, helping oversee the management of their Trust assets. He is also on the board of the Financial Planning Association of Middle Tennessee, serving as Programs Chair where he sets the direction of continuing education initiatives for the organization. He lives in Nashville with his wife, Rainey, and their two children. They are members of Christ Presbyterian Church.