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Bobby Mitchell

Investment Trading Specialist at Prestige Wealth Management Group LLC
Overview
Relationships
Paths
Career History

Bobby Mitchell

Investment Trading Specialist at Prestige Wealth Management Group LLC

Overview

Number of Relationships
This person is connected to 21 people.

Relationships See Details


Tax Manager at Prestige Wealth Management Group LLC

Client Relations Manager at Prestige Wealth Management Group LLC

Client Services Manager at Prestige Wealth Management Group LLC

Chief Investment Officer at Heller Wealth Advisors LLC

Director of Financial Planning & Investment Operations at Prestige Wealth Management Group LLC

Wealth Advisor & Director of Insurance at Prestige Wealth Management Group LLC

Chief Operating Officer & Director of Accounting at Prestige Wealth Management Group LLC

Director of Client Relations & Communications at Prestige Wealth Management Group LLC

Director of First Impressions at Prestige Wealth Management Group LLC

Director of Estate Planning at Prestige Wealth Management Group LLC
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Career History

Investment Trading Specialist
Current
Prestige Wealth Management Group develops and implements personalized investment management solutions are based on each client's unique time horizon, return objectives, risk tolerance, tax situation and personal circumstances. The firm seeks to structure diversified investment portfolios, to proactively monitor each portfolio and to rebalance strategically and tactically to help each client meet their specified financial goals. Prestige Wealth Management primarily allocates assets among various equities (stocks), debt (bonds), and fixed income securities, mutual funds, separate account managers, independent managers, MLPs and/or ETFs (including inverse ETFs and/or mutual funds that are designed to perform in an inverse relationship to certain market indices).

Other Affiliations

Bobby Mitchell is affiliated with Prestige Wealth Management Group LLC.

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