Personal

Thomas Mitchell is a Wealth Management Advisor with Northwestern Mutual, Boston. Mr. Mitchell has over 25 years of experience in financial planning, he has been with NM for his entire career. Mr. Mitchell and his team focus on four main areas of planning including; accumulation planning, retirement planning, estate planning, and insurance planning for high income and high net worth families. Financial Planning is the keystone for everything we do, the process is dynamic and never ending. For this reason, our work never ends, the process of financial planning is a lifelong pursuit. As Wealth Management Advisor with Northwestern Mutual, Tom and his team rely on detailed data gathering, rigorous analysis, and the use of research and evidence-based solutions in the pursuit of planning excellence. Tom has conducted over 18,000 financial planning meetings over his career and brings value by providing foresight by others hindsight.

Mr. Mitchell holds numerous advanced financial designations including; CFP® (Certified Financial Planner), CLU® (Chartered Life Underwriter), ChFC® (Chartered Financial Consultant), RICP® (Retirement Income Certified Professional), CASL® (Chartered Advisor for Senior Living), CLTC (Certified Long-Term Care). Tom is a lifetime learner and is always abreast of the latest research to serve his clients with well-rounded, unbiased body of knowledge, relevant to wealth management and retirement income planning and strategies.

Since founding Team Mitchell, Mr. Mitchell has won numerous awards recognizing his achievements both within the industry and within Northwestern Mutual. Mr. Mitchell currently sits on the Board of Directors for The Boston YMCA and formerly with The Boston Estate Planning Council.

Mr. Mitchell lives in downtown Boston with his wife Sarah, daughter Mackenzie, and his son Jax.

Thomas W Mitchell, CFP®, CLU®, ChFC®, CASL®, RICP®
Wealth Management Advisor


Sconset Wealth Management

 

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