Mitchell Carron is an experienced financial advisor with over 10 years experience assisting individuals, families, and businesses with their investments, retirement strategies, insurance, and other financial needs. He works with his clients to preserve their financial future by creating a strategy specific to their needs, selecting appropriate investment vehicles, managing the risk, monitoring the performance, and maintaining an ongoing relationship to review their changing needs.
Mitchell holds a Bachelor of Arts degree from the State University of New York at Buffalo. He has Series 6, Series 7, and 63 FINRA licenses, as well as life, accident and health licenses.
Mitchell concentrates his practice on IRA consolidation and rollovers, college savings plans, 401k/403b/pension rollovers, distribution strategies, asset allocation.
Mitchell spent the first part of his career in the telecommunications industry and he held a variety of senior management positions including General Manager and Vice President working for Pacific Telesis, Airtouch Communications, and SkyTel Communications. This background provided him with an in depth understanding of employee benefit planning, business planning, and financial management.
Mitch is married to Laurie and has two children Adam and Elissa. His passion is for tennis, reading, investing, and family.
Mitch is a registered representative of Hornor, Townsend, and Kent, LLC.