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Will Mitchell

Will Mitchell

Financial Advisor

Will has worked in the financial services industry since 1997 and started building his personal practice in 1999. In April of 2006, he started Mitchell & Associates Investment Consultants with LPL Financial to allow him to provide better guidance to his clients. Will's goal is to manage generational wealth for a certain number of families to ensure each family receives a very concentrated level of service. He covers the seven tenants of wealth management for families, including, wealth management, risk management, tax planning, estate planning, philanthropic giving, cash management, and other high-value services. 

He is a graduate from Sam Houston State University in 1996 with a BBA in Finance. He holds the following licenses, Series 7, 24, 63 and 65 (held with LPL Financial). Residing in Horseshoe Bay, I cover the Texas Hill Country, including, Lakeway, Bee Cave, Spicewood, Horseshoe Bay, Marble Falls, Burnet, and Llano.

Will and his wife, Laura, met at SHSU and married in 2002. Laura runs a non-profit consulting organization, concentrating on organizational management, board retreats, and fundraising. She is also a non-profit coach with Auxilia. They have two dogs, Cashew and Lucy! They enjoy anything beach, lake, or golf-related!

Specialties: Comprehensive wealth management for families, trusts, foundations, and small businesses.

Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC