I began my career as a financial advisor with Edward Jones in 2008. Prior to that, I worked as a regional marketing director with the Hartford, making for a total of 15 years' industry experience. I graduated from Miami University in Oxford, Ohio in 2003, with a B.S. in business and a major in finance.
I am a second-generation financial advisor who had the opportunity to partner with my father, Royce, for eight years before his retirement in 2016, after a successful 28 year career with Edward Jones. Together, and with our in-office tenured team of senior branch office administrators, Ann Cramer (with us since 2004) and Nora Hill (with us since 2010), we have had the opportunity to partner with and serve many generations of families to help them grow and protect their wealth. We all agree that by far and away our favorite part of what we do is the lifelong relationships that we develop with our clients.
I reside in Marion with my wife, Lindsay, daughter, Perrey (3) and son, Alec (1), along with two dogs and two cats. Our hobbies include playing in the pool in the summertime, hiking, fishing, playing with our pets and listening to Perrey sing Disney show tunes at the top of her lungs! I enjoy watching sports and remain a loyal fan of the Chicago Cubs. Locally I have served as president of the Marion Rotary Club and continue to this day to proudly serve as a Rotarian.
In 2017 and in each year thereafter, I was given the honor of being recognized as one of the top 400 Edward Jones financial advisors in the firm nationwide. I hold five securities registrations and am registered to practice in 44 states.
My process is simple: to learn as much as I can about you so that I can make tailored recommendations to allow you to reach your goals, and partner with you throughout your lifetime to keep you on track. I focus primarily on helping clients grow, protect and transfer their wealth in a tax efficient manner, as well as provide them with a rising income in retirement.
Phone NumberLuke N Mitchell at (765) 668-8899
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