MR

Mitchell Roth

High Net Worth Financial Advisor at Vanguard

Mitchell Roth, CFP®, is a High Net Worth Financial Planner at Vanguard, where they empower individuals and families to achieve their financial goals. Mitchell's career includes roles as President of Financial Planning at Jakob's Wealth Management, a Financial Consultant at Equitable Advisors, and a Client Relationship Manager at Ameriprise Financial Services, LLC. Prior to their finance career, they gained experience in customer service and leadership as a mover at ADAMANTINE SPINE MOVING and as an operations and marketing staff member for Eatgburg.com. Mitchell holds a Bachelor’s Degree in Finance from Western Illinois University and an Associate’s Degree from Carl Sandburg College.

Location

Charlotte, United States

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