

Samuel Mitchell
Senior Wealth Advisor
Beacon Pointe Advisors
United States, Texas, Southlake
About Me
Samuel (Sam) has spent over 20 years in facilitating growth and asset protection strategies for high net worth individuals and families. Prior to joining Beacon Pointe, Sam worked for Ironmark Advisors where he served clients and held the role of Chief Compliance Officer. Prior to Ironmark Advisors, Sam began his career at American Express and during his time there achieved three Advisor of the Year Awards and advanced advisor status. Sam holds the Certified Financial Planner™ (CFP®) certification. He graduated from Midwestern State University with a bachelor’s in business administration and his MBA. During his time at Midwestern, he played on the men’s collegiate soccer team and captained
Profile Information
Senior Wealth Advisor
Beacon Pointe Advisors
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Southlake
Texas
United States
May 16, 2024
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