Colleen Mitchell, Financial Advisor located in Viera, FL

Financial Advisor
Colleen J Mitchell

CFP®, CEPA®, AAMS®
7331 Office Park Pl Suite 200, Viera, FL 32940opens in a new window
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Healthcare Professionals
  • Charitable Giving

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Running
  • Traveling
  • Spending Time with Family
  • Community Outreach
  • Board Games

Team Members

  • Leslie Smith
    Sr. Branch Office Administrator
  • Taylor Donovan
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings

Phone

(321) 426-1081

Fax

(888) 781-0116

Office Address

7331 Office Park Pl Suite 200
Viera, FL 32940opens in a new window

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