Robert M. Mitchell, Jr. MA, CRPC, CMFC
Rob Joined TCP Asset Management in April 2016. Prior to joining TCP, Rob served as a Senior Retirement Consultant at Lincoln Financial Group. Rob’s experience includes large scale institutional retirement plans, providing employee retirement education, executing communication and education strategies, risk management and financial planning.
Rob’s passion for holistic client education serves as the cornerstone of his practice as he seeks to empower his clients to identify and achieve their personal, professional and financial dreams. He is committed to successfully guiding clients through life’s chapters and ensuring that wealth is grown and protected.
Rob holds bachelor’s and master’s degrees from Wright State University. Upon completion of the education, examination and experience requirements, Rob is a Chartered Retirement Plan Counselor and Chartered Mutual Fund Consultant and is currently working toward the CERTIFIED FINANCIAL PLANNER™ designation. Rob currently holds a Series 7, 63 and 65 Securities License and the State of Tennessee, Alabama Life, Health and Variable Annuity Insurance Licenses.
Rob resides in the small town of Spring Hill, Tennessee with his wife, Kim and their sons Mason and Logan.
Robert M. Mitchell, Jr. is registered to conduct securities business in AL, CT, FL, GA, KS, MA, MS, NC, SC, TN, VA.
Insurance-related services may not be provided to individuals residing in any states other than TN, AL, FL, GA, KS, KY, MA, MI, MS, NC, OH, SC, VA. No offers may be made or accepted from outside the specific states referenced.