I began my career with Edward Jones in 2001 as a financial advisor. I wanted a career where I could help people change their lives and reach their financial goals.
As an Edward Jones financial advisor, I put my client's interest first. I believe it is important to invest my time in understanding what's important to you and your financial goals before you invest your money. By working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family.
I earned a Bachelor of Science from East Carolina University and an MBA from Campbell University. In addition, I hold the professional designations of Certified Financial Planner®, Accredited Asset Management Specialist® and Chartered Life Underwriter®.
Born and raised here, I live in Sanford with my wife, Catherine, and our two adult children, three cats and two Labrador Retrievers. I am an active member of the community, having served as a board member for the YMCA, past president of the Stevens Center and past president and current member of the Rotary Club of Sanford. I appreciate more than ever the importance of relationship building and serving others in order to reach a common goal.
I love the outdoors, including fishing, hunting, golf and exercise.
Growing up in the area working in HVAC and tobacco, I learned about hard work, focus and dedication at an early age.
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Charitable Giving
- Estate & Legacy Strategies
- Intergenerational Planning
Office Address1622 S 3rd St
Sanford, NC 27330 opens in a new window
Phone NumberJames E Mitchell III at (919) 775-1861
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