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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

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Profile Information

Senior Wealth Advisor

Beacon Pointe Advisors

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Southlake

Texas

United States

Nov 6, 2025

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