Rob Mitchell, CFA, CFP®, is currently a Wealth Advisor at Focus Partners Wealth, an organization dedicated to personalized wealth planning strategies. They transitioned to Focus Partners Wealth after Buckingham Strategic Wealth merged with The Colony Group in 2024. Previously, Rob worked as a Wealth Advisor at Buckingham Strategic Wealth from 2014 to 2024 and as an Equity Research Analyst at Robert W. Baird & Co. from 2010 to 2014. Rob began their professional journey with a Bachelor of Science in Business Administration, majoring in Accounting and Finance from Marquette University, which they completed in 2010.
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